I’m a New Year’s baby, so I’ve always looked forward to the holiday. More than just a new calendar year, it marks another year of my life come and gone. Perhaps because of that, I’ve also taken the old “making resolutions” tradition very seriously. I enjoy the opportunity to think about what the New Year… Continue reading Make Room for the “New”
Change can bring out a lot of our emotions, some at opposite ends of the spectrum. For some, change can be exciting. For others, it can be incredibly uncomfortable, even bringing out fear and anxiety. I think it’s true that we, as people, prefer order and predictability in our lives, which probably makes us naturally… Continue reading Change, While Sometimes Uncomfortable, Is Inevitable
Tracking #1-540496 Find Your Financial Health Fitbit I wonder how many people in the world now own a fitbit, or some other fitness measurement device. To think of how technology has changed the world in such a short period of time. Gone are the days of having to read labels to count calories – now… Continue reading Find Your Financial Health Fitbit
Video #1-535590 We sometimes find it hard to get our clients to focus on the main thing. In this day in age, it’s so easy to track performance of an investment that some lose sight of the big picture. Sure, rate of return is absolutely important. But does your rate of return really tell the… Continue reading 7 Reasons Why Net Worth Should Be Your Financial Health Barometer
I was at a conference this week, where there were many different financial advisors listening to many industry leaders talk about how to give advice, what new technology is available to assist in giving advice, and what studies say about how clients want to receive this advice. Call me old fashioned, but some of this conversation… Continue reading Is Your Financial Plan A Strategic Plan?