Wealth, Health, & Happiness: 35 Plus Years in The Financial Planning Biz
As I sat down to write this summary blog I had to really fight the urge. The urge was to write an obvious blog stating how Irv and his impressive staff joining our firm will enhance both practices. Or how much Irv has devoted to his craft. The list goes on of things I could share about how excited I am for this business deal and most importantly, to what this means to you our valued clients or future clients from a value we are able to deliver.
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It’s Been Five Long Years Without You.
Welcome to the hardest blog I’ve written yet. In the spirit of reflection, honesty, and sharing my thoughts on wealth, health, and happiness, today I’m writing a very emotional blog. Five years ago, February 17th 2016, was the worst day of my life. Juxtaposed one day after my oldest daughter’s 4th birthday was officially the day “the music died” in my life.
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The 25 Planner Pledges
We’re in year two of the Coronavirus, and we’ve had clients and friends turn to us during these trying times. On top of that, we’ve expanded our client base to include our Wayne office, which comes with many fresh, new faces to the Diversified Lifelong Advisor family. Because of this, I think it’s worth reinforcing the Pledges we have at Diversified for all who we’re blessed to work with.
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When Should I Be Investing in The Markets?
Nowadays, this question comes up frequently and, quite frankly, I get it. The markets are at all-time highs after being decimated last year during the height of the pandemic. Businesses are still closed, and although things are trending up, it certainly doesn’t “feel” like it should be the all-time highs in the stock market.
READ MORE...What I Learned in 2020
The third part in a series of what I learned in 2020, from Andrew Rosen of Diversified.
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Lessons from 2020: What I Learned in 2020 Part 2
Discover what lessons from 2020 Diversified's president Andrew Rosen learned in this blog post on financial wellness.
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Wealth, Health & Happiness
The other day, I had the pleasure of interviewing the very impressive and inspirational Nicolette Richer for our wealth, health, and happiness interview series. Nicolette’s focus is specifically on the health and happiness sector of our mission. It was a fascinating interview that has already made an impact in my life. If you haven’t seen it yet, give a look here and let me know your thoughts.
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What I learned in 2020 - Health
Good riddance 2020! I’m so glad to turn the page to a fresh new year with the symbolic beginnings they bring. I can feel tides changing and optimism in people’s voices. It may not be tomorrow, but it seems likely that 2021 will have some changes to begin reverting us back to life as we know it. I can’t wait to hug again, hang in someone else’s house, go to a freaking restaurant, and just not be on edge every time we leave the house.
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