It is interesting to me how many people do not enjoy Christmas nor the holidays at this time of year. How is it that a time that is to be celebrated and is advertised to be so happy is sometimes
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
In a recent meeting, my clients and I discussed their desire to leave 10% of their estate to charity and the rest to their children. Their financial success is significant, not like you read about in the news, yet charity
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 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,
The world is made up of decisions. When we wake, what we eat, how we spend our time…everything is a decision. How do we make decisions? Are they thoughtful and planned or made reactively based on instinct, feelings, and bad