What does “financial readiness” mean? Many people say, “Well, that’s having the perfect portfolio.” Some say that you have to outsmart and predict the market. Some say that it’s the ability to be agile enough to adjust when things go
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.
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
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
Who will have the greatest impact on your financial future? You or President-elect Trump? Now I know there are two groups in this country: one hates what they see going forward based on our election; and one loves it. What
We all have good days…we all have bad days…and we all have times when we feel bored. I’m going to tell you to beware all three! Why? Because when it comes to investing, any day you are feeling a strong
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
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
Let me ask you a question? Do you perceive the Boston Tea Party as a negative historical event? I would agree that in the short-term it was not very pretty, yet in the long-term it led to the independence, formation,
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