Financial Planning

What Story Are You Telling with Your Life?

If Hollywood made your life into a movie, would people want to watch it? Author Donald Miller got me thinking about stories, characters, and plots with his terrific new book Hero on a Mission. Drawing inspiration from great story tellers of the past, Miller argues that all great stories have four primary characters: the victim,

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Buckets of Money for Retirement!

I’m pretty sure National Lampoon’s 1985 movie “European Vacation” was based on my family’s 1972 trip to the same destination.  Both were comedies. Back then, European borders and currencies were as numerous and confusing as a Byzantine map.  To this day, I have no idea where we were when I tried to mail that postcard. 

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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

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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

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