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.

What a Long Strange Trip it's Been...
Blog
Allison Vanaski, CFP®

What a Long Strange Trip it’s Been…

BULLS AND BEARS Many experts consider investing in the stock market the best way to grow wealth, especially if you are young and have a long investment time horizon. However, it can be difficult to avoid much of the daily market “noise,” and you may start to question your financial decisions. Such seemingly extreme volatility can have even the most

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Empathic Listening and Building Trust
Blog
Walter Wisniewski, CFP®

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

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How to Disaster Plan and Build a Financial Emergency Kit
Blog
Allison Vanaski, CFP®

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

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Visualizing Goals for a Confident Financial Future
Blog
Allison Vanaski, CFP®

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

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Fast Times- Evaluate Your Commitments as Often as Your iOS
Blog
Walter Wisniewski, CFP®

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

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The Millionaire Within

The Millionaire Within

Intelligent financial decision-making is not about money. It’s about emotions, behavior, and unleashing the power that lies within you.

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