10 Important Questions For Pre-Retirees To Think About Considering the emotional and complete mindset shift you go through as you enter retirement, there's a need to prepare by considering some important factors if you plan to retire in the next 3-5 years. Financial calculations are somewhat black and white, while the mental preparedness factors feel [...]
Start With Your Core Values It doesn’t take a rocket scientist to figure out that we may find more meaningful success in our lives if our goals are in line with what truly matters to us the most. Are the goals you make and the tasks you commit to aligned with your Core Values? When [...]
Welcome to Your New Relationship with Money! Close your eyes, take a couple of deep breaths, and call light to yourself. See or feel, imagine, know, sense or even pretend that the light is all around you. This is the Light of enlightenment, the light that is often pictured by artists around the heads of [...]
The Meaning and Importance of Your Money Story We've all heard that our early life experiences are foundational and shape the way our brain develops. The way we grow, how happy we are, what our future health might be like, how we learn, and our sense of family and community are all programmed through early [...]
Why I became a financial planner: I was recently met with a list of interview questions by a potential client seeking a Certified Financial Planner™ professional to work with.  In addition to  being a couple after our hearts for their disciplined  vetting process, completing the two page document offered me just the pause and reflection [...]
Not Always a Nail Proper Uses of Insurance in Financial Planning To paraphrase a famous saying, “When you have a hammer, every problem looks like a nail.” Unfortunately, this isn’t just true in carpentry, but sometimes in the financial world as well. Everybody gets up in the morning and goes to work so they can [...]
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