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H HELM

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RE: Welcome to the PRISM Wealth-Building Process Academy

Posted By H HELM 04-09-2024 01:05
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
iF YOU HAVEN'T STARTED YOU HAVE A LOT TO LEARN. By age 67 you have to have lived long enough to know how to save and even Joeseph in the Bible knew 7 good years meant 7 Bad years might follow. Plan for good times and save for Bad and share with kids and Grand Kids The eclipse was today and the next one ...

RE: Lesson 1: Prioritizing Your Goals

Posted By H HELM 01-29-2024 12:11
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
Good to see someone else has similiar goal. oldest grand child just went to college and after 18 years of saving $2000 per year she had about 70,000 in sd stock market to pay for expenses. Good start. ------------------------------ H HELM H.Helm Pleasant Hill, CA ------------------------------

RE: Step 2 - Lesson 3: Short-Term vs. Long-Term Risk

Posted By H HELM 02-14-2023 10:35
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
Pretty good plan, You have been conservative. Good plan and you should do well except your Health risk which is random. What about next generation education and help when needed. Save 10 and Give 10 helps. HHH II ------------------------------ H HELM H.Helm Pleasant Hill, CA ---------------------- ...

RE: Lesson 1: Prioritizing Your Goals

Posted By H HELM 10-14-2022 11:08
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
I share G's goals but want to check with my wife to see if she shares them; I am almost 79 and have been retired for 11 years. Not many accomplisments but dream of more travel and keep in up one floor house in CA. Roof on horizon. So far so good. H.Helm ------------------------------ H HELM H.Helm Pleasant ...

RE: Lesson 1: Prioritizing Your Goals

Posted By H HELM 07-30-2022 08:43
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
I have changed one thing recently, I plan to save $250 per month to invest more in dividend paying stocks. I also want to buy more in the defense are to balance allocations. I am tempted by things which are new and do not pay a dividend but may succeed someday and become successful. I am resisting this ...

RE: Lesson 1: Prioritizing Your Goals

Posted By H HELM 05-26-2022 11:36
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
don't know you age but this are worthy goals. save 10 and give 10 at a minimum. HHH II ------------------------------ H HELM ------------------------------

RE: Identifying Your Investment Management Preferences: Lesson 2

Posted By H HELM 02-07-2022 11:03
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
I retired abpit 10 years with my spouse wehave 3 accounts with a financial manager who has full discretion and one account which I have discretion and can pick whichever stocks or bonds to buy. It currently has a balance of 600K and I use dividends to help fund grandchillren's educational accounts. I ...

RE: Welcome to the PRISM Wealth-Building Process Academy

Posted By H HELM 01-18-2022 10:57
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
I just turned 78 and am looking forward to improving and learning. Consider this a real value of mu AAII membership. H. Helm ------------------------------ H HELM ------------------------------

RE: Welcome to the PRISM Wealth-Building Process Academy

Posted By H HELM 12-13-2021 17:43
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
Look forward to logging in and learning. Thanks HHH ------------------------------ H HELM ------------------------------

RE: Welcome to the PRISM Wealth-Building Process Academy

Posted By H HELM 12-10-2021 11:32
Found In Egroup: PRISM: Prioritizing Your Goals \ view thread
It is year end and I am retired 10 years moving from the South to California. Big change and now am nearly recovered from sticker shiock. Great place with diversity and no humidity. Now am no longer self employed and depend on fixed income instead of Commissions. Regret Not saving more. Want to grow ...