December 2021

Don’t Regret Those Resolutions … Focus on Habits More Than Goals

I have no idea how many dieting books, fitness club memberships or getting-organized supplies are sold during the weeks just before and just after New Year’s Day…but I suspect it’s a big number. Something about a new year suggests a clean slate – a fresh opportunity to do it again, only this time get it […]

Don’t Regret Those Resolutions … Focus on Habits More Than Goals Read More »

What Airplanes Can Teach Us About Money

In my financial planning practice, I meet with a lot of “Type A” entrepreneurs. Their number one question? “Couldn’t I be doing better with my money?” I always have to smile. These driven individuals are used to optimizing everything they touch—or at least trying to. If they have three rental properties today, they want to

What Airplanes Can Teach Us About Money Read More »

Scroll to Top
Call Now ButtonSpeak with an Advisor