It used to be that socially responsible and sustainable investing was for the tree-huggers of the world. And, in those early days, you had to be willing to give up some of your return in order to invest that way. But today, more and more research is showing that investing in companies who do good […]
If so, I’m here to give it to you. It matters where you work. It matters that you love what you do for a living. It matters how you spend your time. It matters where you live. It matters who you spend time with. It matters what you eat. It matters that you exercise your […]
So let’s get right to it: Why is it that we live in one of the richest countries in the world yet so many of us seem to have some level of fear around money? Most of us, including me, have experienced one or more of these thoughts in our lifetime, thoughts I refer to […]
Most people tend to spend what they earn. In 2016, GoBankingRates.com did a survey of a little over 7000 people which shows that 69% of respondents had less than $1,000 in savings. Let this sink in for a minute: almost 7 out of 10 people in the U.S. have less than $1,000 in savings. This […]
I’m in San Diego this week, attending two different financial conferences. I’ve just finished attending the first, the XY Planning Network Conference, which was attended by over 300 twenty and thirty somethings, all of whom are either building or soon-to-be building their own financial planning firms. As a veteran of the financial planning industry I […]
If you had asked me a week ago I would have told you that I would never again work in an office outside my home. I love working from home. I love the convenience of being able to work and do laundry at the same time, or being able to start dinner in the middle […]
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 […]
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.