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.
The Space Needle
It is not the strongest of the species that survives, nor the most intelligent. It is the one most adaptable to change. Charles Darwin How much should you save? How much should you spend in retirement? How much do you leave to your children? How little do you leave? What
Mirror Mirror, Off The Wall!
“Life is like a mirror, we get the best results when we smile!” Looking directly into a mirror gives you one perspective of yourself. However, if you turn the mirror at a right angle to another you will discover several images of yourself. Some may appear distorted and backward, like
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
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
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
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
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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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