At the heart of everything, we find relationships. Most of these are unintentional relationships that happen situationally, but some are relationships that stem from our choices. From the moment we […]
Continue readingFeelings – thoughts – actions
‘Your mind will take the shape of what you frequently hold in thought,’ Marcus Aurelius. How we engage with our money reflects what’s going on inside our heads, which is […]
Continue readingDon’t let tax get you down
We all know that the only two certainties in life are death and taxes. Even after we’ve gone, taxes are still levied against our estate. The more money we make, […]
Continue readingThe importance of being intentional
If we don’t stand for something, we will fall for anything. Essentially, our actions will either result from what we choose, or what is chosen for us. Our days are […]
Continue readingFour ways to measure your fortune
We often don’t worry about something until we realize that it’s limited. If we have lots of something, it’s a fortune. If we don’t, it can become a focus of […]
Continue readingThe best time to live
“Remember the past, plan for the future, but live for today, because yesterday is gone and tomorrow may never come.” The best time to live is in the present. It’s […]
Continue readingCatastrophizing and how to manage it
Have you ever gone down a rabbit hole on social media? You know, that moment when you see something triggering and you click on it, and then scroll down through […]
Continue readingAsk yourself these questions BEFORE switching funds
As financial planning conversations deepen and explore more value, we find ourselves moving from the empirical to the emotional, from processes to perceptions and from products to people. It’s an […]
Continue readingHow much do you need?
One of the hardest questions to answer when it comes to financial planning is: How much do I need? There are two ways we can look at this. Either, I […]
Continue readingMaking goals easier to achieve
“If I had a penny for every time I put something off until tomorrow, and never got to it… I’d put them all in a sock and hit myself with […]
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