Technology has been a game-changer in the finance world. In some ways, it has helped tremendously—simplifying investing, making financial accounts more accessible, speeding up money transfers—but in other ways it […]
Teaching Children About Gratitude
You live an abundant life. Just the fact that you are sitting in front of a screen somewhere, reading this blog post, means that you are luckier than most people […]
How do you define happiness?
How do you define happiness? It’s a question that sounds simple, but once you start thinking about it, it gets complex quickly. Do people around you give you happiness? Do […]
Hidden Back to School Expenses to Add To Your Budget
No matter how old your children are, back to school time can be expensive. If you have younger children, you may have to arrange after-school care. If you have older […]
Market Looking Slow? Let Me Give You Some Good News…
You may have noticed the stock market taking a sluggish turn during the summer. The trading volume decreased, and the numbers haven’t been quite as strong as in pre-summer […]
Is the Senior Citizen in Your Life Financially Protected?
Although there’s been a lot of great financial news lately, the sad reality is that many people are losing large portions of their wealth…and it’s probably not due to the stock […]
The One-Minute Purpose Test
If you follow this blog, you’re well-aware that PURPOSE is central to what I discuss here. In fact, it’s one of the three pillars of Self-Wealth. Without purpose, you […]
8 Budget-Friendly Family Activities for Summer
If you live in a cold climate like I do, you are well aware that summer seems to pass in the blink of an eye. Don’t let this one slip […]
Nervous About Investing in the Market? You Don’t Have To Be.
There are MANY ways to invest your money, some more risky than others. You could sock your spare cash into a savings account or CD. You could become part of […]
The Most Powerful 5-Letter Word?
When you’ve worked as a financial advisor for as long as I have, you develop a deep understanding of the importance of TRUST. Trust shouldn’t just be a vague idea, […]