Blog Posts

Don’t Let Your Fear of Commitment Keep You From Planning.

Planning and vision framing isn’t a commitment- it’s a guide getting you from point A to point B, which can be adjusted as much or as little as you want. We get it, putting a plan in place can sound like a big task to anyone. Maybe you’re a single father, and you feel like…

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Is Your Intuition Moving You Forward or Holding You Back?

We’ve been trained to trust our gut, but is it the best way to make a wise decision? In the world we live in today, we are expected (and we expect others) to give quick responses. Quick responses leave less time for making accurate and wise decisions, and fosters the mindset of  “go with your…

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A Life Coach Isn’t a Mentor Or a Therapist, So What Do They Do?

Think of a life coach as someone who isn’t there to diagnose or change you, but partners with you in a thought-provoking and creative process that inspires you to realign to accomplish your goals personally and professionally. Have you ever felt overwhelmed? Not sure what actions to take when looking for a new job? Do…

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Three Outside-the-Box Opportunities That Can Lead to Better Finances

Life sure has changed recently, hasn’t it? We’re all stretching wide to meet the new demands placed on how we work, parent and spend our free time. Every day is an exercise in flexibility and adaptability, much as it always was but to an even greater extent. You’ve probably also noticed family and friends managing…

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How to Create a Budget that Doesn’t Make You Feel “Trapped”

Imagine watching your favorite sport. What would the experience be like if the game didn’t have any rules? No scoring system, no penalties, just make it up as you go. It’d be a free-for-all, right? Rules actually allow players and spectators the freedom to enjoy the game. It’s counterintuitive, but true. Rules = freedom.  Establishing…

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How to Stop Fighting About Money: A Couple’s Guide to Peaceful Financial Planning

The single biggest problem with communication is the illusion that it has taken place. – George Bernard Shaw Most of us try to avoid uncomfortable conversations. And if we find ourselves in the middle of one, we might skim over the topic instead of dive in deeper. For better or worse, healthy relationships depend on…

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Identity Theft

According to the Identity Theft Resource Center, the number of U.S. data breaches hit a new high in 2017. Nearly 20% of breaches included credit and debit card information, a nearly 6% increase from the prior year. The actual number of records included in these breaches grew dramatically. This crime occurs when a thief obtains…

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Legacy Planning

How can you help your heirs sustain what you’ve created? Your wealth has meaning. It should be conveyed to your heirs or your favorite causes in a way that expresses your values. Through legacy planning, that objective can be realized. Legacy planning encompasses more than the transfer of assets. It is about how you want…

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The Risks to Your Wealth

The risks to your wealth aren’t only in the financial markets. The wealthier you become, the more liability protection matters. We live in a litigious world, one in which even friends and neighbors can be convinced to see opportunity in the wake of misfortune.  A (larger) umbrella liability policy may be an excellent idea. Could…

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Wisdom

I am sitting and thinking what makes someone great? I mean really great. There are a lot of attributes to greatness and wisdom is one of them. Here are some interesting points of wisdom I think are important. Not every source of “wisdom” is wise. What is wise to many is foolish to God and we need…

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