5 goals for the new year. I recently wrote about the importance of goal setting. I asked you to share your goals with me, and thank you to those who did just that. I want to share my goals with you. A part of this…
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Mindset
The Importance Of Goal Setting
“If you don’t know where you are going, any road will take you there” – Lewis Carroll Where are you going? Until you can answer that question, you can’t say what path is the best choice for you to take. Without knowing your direction,…
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Managing Trade-Offs in Our Lives
Let’s discuss managing trade-offs in our lives. I recently was having drinks with a friend of mine and got into a conversation about some of the choices that we have made in our personal and professional lives What was great about the conversation is that…
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Proposed Tax Changes (2021): Fact vs Fiction
Proposed tax changes (2021)? Let’s take a closer look. “We Have Nothing to Fear Except Fear Itself” —Franklin D Roosevelt We are constantly being bombarded by headlines and stories that are purposely designed to invoke the fight or flight mechanism in our brain. I have…
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Want to know what you should be reading?
Reading is to the mind what exercise is to the body. —Richard Steele It’s been a crazy month in my life. We closed on the new home that I talked about in, “How do we think through the home buying process?” packed and moved. There…
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Map Vs. Compass In Financial Planning
I recently found myself watching the movie Lincoln, which made me think about the map vs. compass debate. This Steven Spielberg epic, provides a fascinating study in leadership. The particular scene that brought me to write this blog is the one between Thaddeus Stevens, played…
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Financial Planning: 13 Lessons Learned
As I mentioned in 20 lessons I have learned in 20 years of working for myself, I recently passed a milestone in my life. On September 11th of this year I had been in the financial planning business for 20 years. In that article I…
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Business Lessons: Top 20 Lessons I Learned Working For Myself
20 Business lessons I learned working for myself. Do you want to know 20 business lessons I learned running my own business? Well, I recently passed a milestone in my life. On September 11th of this year I marked the 20th year of working for…
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Tomorrow is Never Promised
Tomorrow is never promised, something that I think we can easily forget. I was in Colorado recently with my family. Our first vacation together since the birth of our daughter last May. I had some time to reflect and think about appreciating the people in…
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What Should I read? Things I’m Reading That I Think You Should Too
“The more that you read, the more things you will know. The more that you learn, the more places you’ll go.” ― Dr. Seuss, I Can Read With My Eyes Shut! “Reading is essential for those who seek to rise above the ordinary.” – Jim…
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