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
How do you find someone who will not waste your time, efforts or money in your quest for financial success? Whatever your biases, I believe it is critical that you find someone who can maximize your potential, time, and money.
The other day, my five year old granddaughter and I planted a tree. One of the day’s most important lessons was that it is okay to get dirty. She wondered when we were done if we got to wash our
It’s interesting that, by majority, we feel really intelligent. Most of us believe that we are above average in our thought processes and how we make decisions. Yet, this over-reliance on our own thought processes is what has caused the
In a prior post, I compared the journey of our lives to that of a bus trip, and discussed how important it is to assess who we’ve invited to join us. Those on our bus can either add energy to,
Do you remember the game Rock-Paper-Scissors? Perhaps you’re still playing. Sometimes when we simplify things, they make more sense. I’m going to simplify some aspects of estate planning using the rules from Rock-Paper-Scissors. Remember, paper trumps rock, rock trumps scissors,
We have learned through the years that being positive, sleeping well, eating right, and exercising greatly impact our overall well-being. But, there’s a more significant factor shaping your ability to live the life you want. So, I ask, “Who’s on
What did you do with your tax refund? Do you remember? With every dollar, we have only four choices; spend, save, invest, or to give it away. So where did it all go? A couple of months ago, I saw
Every day we are engaged in a battle. You may not realize it but every day there’s a war being waged against you, your lasting happiness and financial success. It’s the War for Your Wallet. How many battles have you