Category Archives for "Life Planning"

May 04

How to Buy or Sell a House During the Coronavirus

As we all adjust to our new normal with people working from home, children being homeschooled, and a shelter in place order being enforced in most states, the real estate market has also adjusted to a new home selling reality. Although the Coronavirus has ground most economic activity to a halt, it has not entirely […]

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Jan 07

Setting Priorities; 3 Essential Factors to Begin the New Year

New Year resolutions and goals are a huge part of ringing in the new year.  And while having goals are important, studies have shown that less than 25% of people actually stay committed to their resolutions after just 30 days, and only 8% accomplish them. So what can you do to help yourself achieve your personal […]

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May 29

Optimize Your Spending to Increase Your Happiness

Many people think having more money and the ability to buy whatever they want will make them happier, but in reality, the way you spend your money has a greater impact on your happiness. Research even shows that once you obtain a certain income level ($75,000), your level of happiness does not change much. You have likely heard the expression, “spend money on […]

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Feb 11

Three Laws to Help Guide You to The Answer

One of the best books that I read recently was The Answer, by John Assaraf and Murray Smith.  The book, in reality, is two books within one.  John Assaraf writes the first half of the book with a focus on the laws of attraction, gestation, and action.  The second half of the book is written […]

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Jan 29

What Would You Consider to be Your Most Valuable Asset?

What would you consider to be your most valuable asset?  Some people may think about a retirement account or piece of real estate.  What about your career as your most prized possession?  A person’s major revenue stream, typically their career, is likely a major key in the ability to achieve life and financial goals. One […]

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Sep 22

To Sell is the New Pink

After spending an entire career in a non-sales or non-business development role, I gradually found myself in such a role as I began to build my wealth planning firm for individuals, families, and businesses.  Struggling to make sense of how to build a robust business development process, I turned to one of my favorite authors […]

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