From Our President, Personal Growth

Bonus Blog Part 1: The Practical

A new year is upon us and you know what that means? Bonus time! I’ve found most of my clients...

From Our President, Helpful Advice

2019 Year in Review

The turning of the calendar always presents a good time to reflect on the prior year. It gives me...

From Our President, Hot Topics

Some Big Changes Coming! Key Points to The SECURE ACT

While you were celebrating the turn of a new year, there have been some very quiet changes brewing on Capitol...

From Our President, Hot Topics

Top 10 Blogs of the Year! {Which was your Favorite?}

It's been another year (and a labor of love) of successfully writing 52 unique blogs. Since I know you’ve read...

From Our President, Helpful Advice

Stop Children What’s That Sound: 7 Things to Stop and Look At

Every year, I like to write a blog to help motivate people into action.  Who better to draw inspiration from...

From Our President, Hot Topics

10 End of Year Planning Tips

I feel like Oprah Winfrey doing her big annual holiday show. However, instead of giving away this year’s hot new...

From Our President, Helpful Advice

Ghost of Inflation Past, Present, and Future

With the holiday season in the air, I’m brought back to one of my favorite holiday novels A Christmas Carol...

From Our President, Personal Growth, Retirement Planning

The Fulfillment Challenge

As lifelong financial coaches, it's incumbent upon us to take our financial conversations to a higher level. Higher than assets...

Financial Facts, From Our President, Retirement Planning

Dollar Cost Averaging – What is DCA?

You've probably heard of Dollar Cost Averaging (DCA) over the years, but maybe you don't know exactly what it is....

From Our President, Helpful Advice, Home Buying

Don’t Get Emotional with Real Estate! The Impossible Task

We’ve all heard “don’t get emotional when it comes to real estate.” This is great advice, and I often share...

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