Savings

Is It Urgent or Important?

“I have an opportunity…” I can’t tell you how any of my client conversations start with that statement. “I have an opportunity to…buy into a business…buy some land…buy a house I’ve had my eye on for a long time.” Always these opportunities come with a timeline.  “I need to give them an answer…by tomorrow…by the …

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Spring Cleaning … Where Do I Start?

How is it that when you have the most unstructured time on your hands, you get the least done? Now, if you’re a doctor or nurse tending to Coronavirus patients, a banker pushing out PPP loans or a grocer working overtime to restock the toilet paper shelves, this doesn’t apply to you. But waaaay more …

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Coronavirus – Good Reason to Delay Planning?

Question: All the uncertainty surrounding the Coronavirus has me wondering how effective long-term planning can be during times like these. What do you think? Answer: “My life has been filled with terrible misfortune; most of which never happened.”  So said French philosopher Michel de Montaigne over 500 years ago…which just goes to show you worry is …

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