It’s the end of a year and start of another. Naturally many of us are thinking about making changes in our lifestyle that will create a better “us.” I encourage people to reflect on their life and make changes when they feel it is warranted. Change does not always mean progress, but progress rarely comes …
Some Things are Simple but Not Easy So what are we talking about today? Number 1, that’s YOU. Taking care of yourself happens when you do the right things. Most of them are simple and easy. I’ll give you a list of these at some point. Some are only simple, and not so easy. I’ll give …
Monitor From Day 1 Occasionally I will meet someone who is distraught over their situation and admits they have done little to keep track of what their advisors have done over the last several years. Not good for them or their advisors. Trust but verify works well. Rarely if ever do I take action on …
Know Thyself Living within your means makes so much sense and seems so simple. But how many of us struggle with this issue? To live within our income requires us to know how much we make that we actually have control over (our discretionary income). We don’t get to choose whether to pay federal and state …
Begin With the End in Mind Personal financial success comes from making appropriate decisions in several areas of finance. Over the next several blogs I’ll share the tips I give my clients to help them make those decisions. The first tip is tried and true — Begin With the End in Mind. We have to …
FINANCIAL PLANNING TIP #1– START AT THE BEGINNING Read More »
Live For Today, Plan For Tomorrow Some people think you can’t enjoy life today if your focus is on doing things that prepare you for an enjoyable future. I actually think just the opposite. Regardless which side of that issue you are on, I have 5 tips for you that I believe will enhance your …
5 TIPS I GIVE MY CLIENTS IN PLANNING THEIR FINANCIAL FUTURE Read More »
Living A Life In Balance I’m a planner by nature and by profession. I feel planning your future will always trump just showing up each day and seeing what happens.Thus much of my waking hours are spent thinking about how decisions made today will (or may) affect someone’s future. Unfortunately there are many who get …