I work with a lot of people in transition. Most of them are either starting new businesses, changing careers or retiring. It’s the clients that are retiring that I worry about the most because some of them have had very fulfilling careers and really don’t know what they are going to do in the next […]
When it comes to big swings in the stock market, two things are primarily driving them: fear or greed (and I mean greed in a nice way). As we saw last week when the UK voted to leave the European Union, which was a shock to almost all that were following this story, the uncertainty […]
This one question has propelled many people into living the life of their dreams: If you found out today that you only had five years left to live, what would you do differently, change, become? OK — now do it! You never know when your last day will be. Enough said.
I’m not crazy about the word budget but when it comes to certain things I want to be absolutely sure I have money set aside to invest in what I view as the most important thing I can invest in. Of course I invest my money in the stock market, but investing in this one […]
Really? 35 years later and this is still going on? I began my financial services career in the life insurance industry in 1981 working for a small, independent insurance agency that was on a mission to educate the public about the evils of whole life insurance. I’m happy to say I didn’t remain in the […]
Many people today feel powerless yet we have far more power than we think we do. And by power, I do not mean power over others but rather that confident, joyful feeling of living an authentic life. We have the power to make decisions and decisions are very powerful things, setting in motion all kinds […]
Most people have no idea what financial planning really is. One of the reasons for this is because just about anyone can call themselves a financial planner. But few in the financial services industry have put in the time, energy and enormous hard work it takes to be a professional financial planner. So what is […]
You and I both know people who went to a certain college, or into a certain profession, because that’s what they did in their family. (“Grandpa was a doctor, I am a doctor, and you’ll be a doctor one day.”) And we know people who decided they had to get married in their 20’s because […]