Joe DeLisi, CFP®, ChFC®, CExP®
Financial Advisor

Before Google was “Google”, before Facebook was “Facebook”, before AutoZone was “AutoZone” and before WalMart was “Walmart”, those names...

One thing the human animal is notoriously bad at is learning from our own history. I think this is because we are emotional creatures,...

Funny title for a financial blog huh? As always, there is a backstory to it. My 7-year-old boy recently started training Jiu-Jitsu. For...

Everyone falls in love with an idea. The idea of being fit. The idea of having a loving and joy filled marriage. The idea of raising...

We hear about “1 percenters” in the context of those who make a 1% tier income. I want to talk to you about a different group of 1%...

Ask a group of people to raise their hand if they think they are a below average driver. Hardly anyone raises their hand when asked that...

I first heard that phrase in 1992. My high school baseball coach used it as a response to some question. I had no idea what he was...

I have written before about what I refer to as Lifestyle Addiction™. Simply put this is an addiction to a Lifestyle to the point that,...

Have you asked this question? Be honest. It’s ok. You probably have. I think most people have asked this question and it only makes...

Investment allocations? Savings rates? Protection? Real Estate? Taxes? Debt? What is it??? What is the most important thing for your...

There is no end zone. There is no goal line. There is only today. There is no end zone. There is no goal line. There is only today. I...

One of the worst financial tasks people have to conquer is creating a budget. And the financial industry has done everything in its...

I use this Facebook page to communicate to my financial clients and other advisors who I coach. Every time I sit down to write something...

LifeStyle Addiction™ Over 20 years I have found that BEHAVIOR is the number one indicator as to whether or not someone will experience...

How to achieve failure in your investing and financial life part 3. Discount Poor Behavior In Other Areas of Your Life In this series we...

How to wreck your investment and savings portfolio Step 2. Confusing Needs and Wants and Your ability to Rationalize; the components of...

Investments How to Destroy Your Financial Life Part 1. Talk to people, read the paper, or surf the Internet. In the 2011 movie,...

Women, Finance Everyone knows that men and women are different. We think and emote in very different ways. If you are married you KNOW...

For the last 18 years I have built a business from the ground up. While I have had a few mentors who meant the world to me, no one handed...

Investing If you are like me, your whole life people have told you what to do. First, it was your parents then maybe it was a teacher. ...