Do you understand your emotions? My job as a financial planner is to find ways to help you control your emotions and the ensuing self-defeating actions that can negatively impact your financial potential. Let’s list some emotions that can impact
How many times have you heard the phrase, “Can’t see the forest for the trees?” This refers to being so focused on the small details that someone fails to see the larger picture. In my experience, I’ve found that when
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.
It’s interesting that as life goes on, I watch myself get old. Today at 60, many things have changed. Cars are faster and more efficient, people are busier, communication is immediate, and we are much more casual in how we
I was talking to a young man this afternoon about doing a job for my wife and me. He is probably the hardest working person I’ve ever been around – smart, caring, and just a nice young man. He did
We expect so much of our children. We have high hopes. In fact, our pride is often tied to how our children behave and their accomplishments. We push them to be better, to do things we wished we could do,
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
The other day someone challenged my wisdom, or at least what I was proposing, and declared it to be irrelevant to young people – those under 45. Maybe because what I believe in, whether regarding my Christian faith or money, isn’t