Resources and Stories for Real People
Our financial blog offers valuable information on wealth planning and investment management and provides perspectives on how to communicate more effectively and get organized when it comes to finances.
Empathic Listening and Building Trust
The Greek witch-goddess Circe gave her son Telegonus a poisoned spear to protect him on his journey to find his father Odysseus. When Telegonus finally found Odysseus he inadvertently killed his father with the magic weapon. This is similar to some of the consequences we may inadvertently incur when we try to administer well-meaning advice to someone who is coming
How to Disaster Plan and Build a Financial Emergency Kit
As Hurricane Season ramps up and with Sandy only a few years down in the history books, it is important to consider what plans you and your family have in place in the event of a natural disaster. Disasters rarely give us a heads up. The best we can do in the face of disaster is have a plan and
Visualizing Goals for a Confident Financial Future
“THERE’S NO SCARCITY OF OPPORTUNITY TO MAKE A LIVING AT WHAT YOU LOVE. THERE IS ONLY A SCARCITY OF RESOLVE TO MAKE IT HAPPEN.” – Wayne Dyer, author and new-age thinker This past year we (Walter and I) wrote a book, “The Millionaire Within”. We are proud to announce that it has been published and that it is available for sale
Fast Times: Evaluate Your Commitments as Often as Your iOS
All we have to do to create the future is to change the nature of our conversations, to go from blame to ownership, and from bargaining to commitment, and from problem-solving to possibility. Peter Block, American Author Remember the days when you were young and saved your money to buy something you really wanted? When you brought it home it
Saving for Retirement as a High-Income Earner
If you are a high-income earning professional, you may need to take additional steps to ensure you are saving enough for retirement. Many investors find that maximizing their company retirement plans may not be enough. You want to make sure you are saving enough in your income-earning years to maintain a similar lifestyle in retirement. Here are some tips to
The Millionaire Within
Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.
Begin Your Journey
Our initial discovery meeting is complimentary and gives us the opportunity to provide information and resources about who we are and what we do, so that you can make an informed decision about who you choose to work with on the future of your wealth.