An important part of a balanced financial plan is generosity. Regardless of your background, religion, or net worth, sharing what we have with others is healthy. This 60 Minutes segment had a big impact on me (it’s worth the read or watching the 13 minute video). We’ve all been negatively impacted by COVID, but some…

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I love the hope, optimism, and resilience that was displayed as America rang in the New Year! It’s these characteristics that enable us to rise above many different challenges. That said, things didn’t change overnight, and we don’t know what this year will hold. In meeting with clients, I began thinking about what we can…

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It’s Thanksgiving so I can’t help myself. Gratitude is medicine. Gratitude combats entitlement. Gratitude changes our perspective. Here’s how we can practice this week: Take a moment right now and write down 10 things you’re grateful for (I just did) Invite your family, kids, or friends to share 3 things they are grateful for during…

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I recently heard someone say “don’t measure success or failure by the outcome but by the wisdom of your decision that led to that outcome.” Said another way: we can not control the outcome, but we CAN make wise decisions with the information we have available to us. This principle makes perfect sense, but it…

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