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Why Is Money Important To You?
Why Is Money Important To You?

Here are the top 3 responses I receive: security, independence, and freedom. Even though this is a start, and we have to start somewhere, these sound like unquantifiable goals.  I’m looking to uncover the feeling behind those goals and the emotions you believe will...

5 Ways I’m Different Than Your Parent’s Advisor
5 Ways I’m Different Than Your Parent’s Advisor

“My parents don’t have much of a relationship with their advisor – I can do this on my own.” I hear this A LOT.  But it makes sense to me if you witness a poor relationship between your parents and their advisor, you’d think why waste my time and money?  Here is how I...

Should You Invest In Life Insurance?
Should You Invest In Life Insurance?

My answer to this: it depends.  If someone relies on you economically, then you need insurance.   But do you select a term or a permanent policy? When you hear advisors and agents suggesting that you “invest” in life insurance, they are referring to the cash-value...

Do You Have Employer Stock In Your 401(k)?
Do You Have Employer Stock In Your 401(k)?

Let’s start with a couple of questions: Do you have employer stock in your 401(k)? Is that stock highly appreciated?   If yes, do you ever wonder what happens to it when you leave? Are you aware of special tax treatment on the stock? Read on to make sure you’re...

Why Someone Doesn’t Work With A Financial Advisor
Why Someone Doesn’t Work With A Financial Advisor

​Here's what I oftentimes hear as to why someone doesn't work with a financial advisor: I don't have enough money to invest Advisors are too expensive They're going to sell me something I can do this on my own What is it about the current generation of advisors that...

Define Your Joyful Path to Excellence
Define Your Joyful Path to Excellence

What do you miss the most from your "normal" routine?   For me, it's easy to define what I DON'T miss versus what I DO, but it's hard to articulate the WHY.   What I DON'T miss: Hectic mornings out the door. Rushing to throw dinner on the table. Dry cleaning....