Personal Growth
Articles from our nationally recognized, weekly blog.
Important Life Lessons from a Covid-19 Victim: My Grandmother
Week six stuck at home was by far the worst for me as Covid-19 finally struck home. My grandmother passed away because of this terrible virus. She was a wonderful lady and I simply refuse to let her be a statistic. So, I’d like to dedicate this article to her and share some of her attributes that I think could help us all during these tough times.

These are the Best Days of our Lives
I was reading some research the other day about the happiest ages of our lives. As part of that research, I found the following graph. I found it truly fascinating and, in a lot of respects, counter-intuitive.
If you’re Happy and you know it Clap your Hands!
If you’ve spoken to me or read my blogs over the past year, you’ve likely noticed a trend. I talk a lot about fulfillment. It’s been my obsession lately, both personally and in my client coaching. The point is to understand what makes us truly happy.
Bonus Blog Part 3: The Impractical/Irrational Spends
I’d like to discuss the impractical, or the irrational, spends as the last leg. I’ll tread somewhat carefully here, as it’s your money and you can do with it as you choose. But I certainly see plenty of situations where people aren’t getting the most bang for their buck.

Bonus Blog Part 2: The Fulfillment or Happiness Spend
I’d like to focus on part two of my three-part series on bonus dollars. Depending on your financial situation, and bonus amount, there may not be much leftover for the happiness or fulfillment categories. While financial security is important, so is fulfillment. Therefore, with those remaining dollars, let’s talk about ways I’ve seen individuals spend their bonus to increase their happiness.
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 get their big cash infusion somewhere between January and March. In many cases, these bonuses (from the hard work you and your team have done) can lead to a significant amount of dollars.

The Fulfillment Challenge
As lifelong financial coaches, it’s incumbent upon us to take our financial conversations to a higher level. Higher than assets and liabilities.

How do I Layout my Expenses? {A 6-Step Guide to Freedom}
How do I layout my expenses? Find out the answer with tips from Andrew Rosen of Diversified Lifelong Advisors.

Stages of Retirement: Go-Go, Slow-Go, and No-Go
The average couple retires in their 60s and lives until their 90s. With that in mind, there is said to be three stages of retirement. The go-go years, the slow-go years and the no-go years. Let’s take a few moments and understand these stages and what it means to you or your loved ones.

The 10 Big Retirement Mistakes to Avoid
“What are the biggest retirement mistakes you see people make?”
A client asked me the above question a few weeks ago. It was a great question and forced me to take a minute to give him a well thought out answer. After a moment I said, “Mr. Client here are the ten biggest retirement mistakes I see individuals make.”
Important Life Lessons from a Covid-19 Victim: My Grandmother
Week six stuck at home was by far the worst for me as Covid-19 finally struck home. My grandmother passed away because of this terrible virus. She was a wonderful lady and I simply refuse to let her be a statistic. So, I’d like to dedicate this article to her and share some of her attributes that I think could help us all during these tough times.

These are the Best Days of our Lives
I was reading some research the other day about the happiest ages of our lives. As part of that research, I found the following graph. I found it truly fascinating and, in a lot of respects, counter-intuitive.
If you’re Happy and you know it Clap your Hands!
If you’ve spoken to me or read my blogs over the past year, you’ve likely noticed a trend. I talk a lot about fulfillment. It’s been my obsession lately, both personally and in my client coaching. The point is to understand what makes us truly happy.
Bonus Blog Part 3: The Impractical/Irrational Spends
I’d like to discuss the impractical, or the irrational, spends as the last leg. I’ll tread somewhat carefully here, as it’s your money and you can do with it as you choose. But I certainly see plenty of situations where people aren’t getting the most bang for their buck.

Bonus Blog Part 2: The Fulfillment or Happiness Spend
I’d like to focus on part two of my three-part series on bonus dollars. Depending on your financial situation, and bonus amount, there may not be much leftover for the happiness or fulfillment categories. While financial security is important, so is fulfillment. Therefore, with those remaining dollars, let’s talk about ways I’ve seen individuals spend their bonus to increase their happiness.
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 get their big cash infusion somewhere between January and March. In many cases, these bonuses (from the hard work you and your team have done) can lead to a significant amount of dollars.

The Fulfillment Challenge
As lifelong financial coaches, it’s incumbent upon us to take our financial conversations to a higher level. Higher than assets and liabilities.

How do I Layout my Expenses? {A 6-Step Guide to Freedom}
How do I layout my expenses? Find out the answer with tips from Andrew Rosen of Diversified Lifelong Advisors.

Stages of Retirement: Go-Go, Slow-Go, and No-Go
The average couple retires in their 60s and lives until their 90s. With that in mind, there is said to be three stages of retirement. The go-go years, the slow-go years and the no-go years. Let’s take a few moments and understand these stages and what it means to you or your loved ones.

The 10 Big Retirement Mistakes to Avoid
“What are the biggest retirement mistakes you see people make?”
A client asked me the above question a few weeks ago. It was a great question and forced me to take a minute to give him a well thought out answer. After a moment I said, “Mr. Client here are the ten biggest retirement mistakes I see individuals make.”