What Would You Do?

What is life? We’re born, go to school, get a job, get married, have kids, retire and die. Is this all it is? A few days ago, I reached out to a client and left a message just to check-in. A few minutes later, he called me back and let me know that the night […]

Coaching, Are You Ready?

It is interesting to be in the business of coaching. Many people identify me as a financial planner, however, what I really am is a financial coach. I coach people to have better actions, better habits and ultimately, as a result, better lives. Success starts not with money, but with people. Helping people to be […]

Rolling Back on Dodd-Frank

Is regulation protection? Does it hinder productivity? Does it make dishonest people, honest? Could regulation possibly keep honest people, from being their best for their clients?   I think we could write a book on these four questions. Whatever happened to common sense, honesty, and a handshake? I hear many people asking, “What happens if […]

Secrets of the Successful – #4

A friend, mentor, and father like figure to me in business was Jack Howe. Some would say that he was not easy to get along with, some would say he pushed too hard. But what he possessed was determination. He was determined to not only be his best, but to change the world. Maybe he […]

Secrets of the Successful – #3

Do you find yourself searching or wondering what your true talent is? Do you think that maybe if you can uncover your true talent you will find the right job, the right opportunity, or that special circumstance that will be meaningful to you?  We spend so much time worried about our skill set and how […]

Secrets of the Successful – #2

As human beings we want to feel we belong. After all, being part of the group is instinctual to our survival. We are taught from a young age to not make a scene, to be mindful of what we say and do, to be a good team player. As a parent, the desire sometimes to […]

Secrets of the Successful – #1

I’ve been in financial services for over 30 years. When you do something for that long the patterns emerge and you see why things are the way they are. I’ve had the privilege of getting to know hundreds of successful people, some of the most successful people in the country, to discuss their dreams, their […]

Spring Cleaning for Your Financial Closet

I suppose it is human nature to want to clean our homes when spring comes. I was reading somewhere that 77% of Americans spring clean. Wow! This means all across the country people are cleaning behind the furniture, washing the windows, washing the drapes, and scrubbing the floor. I admit that I don’t spring clean, […]

Intentional Purposeful Giving

I suppose every day we give. We open the door for the person coming through. We smile at someone walking by. We do an errand for a friend or loved one.  Those are all forms of giving and they benefit us both mentally and emotionally.  But are you intentional about your giving? There is a […]

Do Financial Contradictions Affect Your Life?

We know what contradictions are, but what are financial contradictions? They are thoughts, feelings and actions regarding your investments and financial plans in the short-term that oppose what you set out to achieve with the same investments and strategies over the long-term. Financial contradictions are rooted in unrealistic expectations. Unrealistic expectations about… 1. The market […]