As a businessman I want to reduce the amount of paperwork we collect from you per transaction. This means more email, scanning, and electronic communication. Recently i've been storing all documents in an online secure environment as an attachment to your file so I don't need to continue to ask for things such as W2's, drivers license, taxes, etc. if I already have them from past transactions. This reduces the amount of paperwork needed therefore we can save more tree's. This is one small way I am changing the way I do business. I'd love to hear your stories and ideas on how you are changing your lifestyle to help create an environment that will be here for many more generations to come.
Here is a "riddle" that I read recently that really drives home some of the other points I've been teaching my clients about their mortgage and financial lifestyle. See if you can figure it out and email me what your answer is and i'll let you know if you are right. brian@brianneesham.com
How much would you deposit in an investment account with the following features:
- The customer can determine the amount of monthly contributions and length of time for each of the contributions to continue.
- The customer can pay more than the minimum monthly contribution, but not less.
- If the customer attempts to pay less, the financial instiution keeps ALL of the previous contributions.
- The money in the account is not liquid
- The money deposited in the account is not safe from loss of principal.
- Each contribution made to the account results in less safety of principal
- The money dposited in the account earns a zero percent rate of return.
- The customer's income tax liability increases with each new contribution.
- When the plan is fully funded, there is no income paid out to the customer.
(taken from Doug Andrew's book Missed Fortune 101)
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