Category Archives for "Life Planning"

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 […]

Continue Reading
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 […]

Continue Reading
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 […]

Continue Reading
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 […]

Continue Reading
Sep 18

3 Reasons Why We Worry About the Wrong Things

Once upon a time I often found some of the daily/nightly news to be interesting.  It was also my attempt to see another person’s view on various stories.  But over the course of time, I have noticed that everything is breaking news.  What is so earth-shattering about another Presidential tweet?  Even more so, I see […]

Continue Reading