Recommended Reading

This book is all about the 1 percent – that is, how 1 percent adjustments can create large, long-term changes. Author James Clear explains why taking dramatic action is one of the main reasons people fail at changing their habits. Conversely, 1 percent adjustments often lead to success. Recommended Reading: Atomic Habits Saving money is [...]

By |2019-08-14T13:59:44-07:00July 1st, 2019|Books|

Make Your Legacy Tangible

Estate planning is about much more than the tangible elements of life insurance and trusts, or investment accounts and wills. That’s because your money and possessions are not the only representations of your life. What about your beliefs and wisdom, your personal experiences and family stories? These are your legacy. They are the most valuable assets [...]

By |2019-08-14T13:59:48-07:00July 30th, 2018|Books, Client Stories, Estate Planning|

Money Habits for Living the Life You Want

Rachel Cruze has been speaking to people about the dangers of debt and the importance of budgeting since the age of fifteen. Growing up as Dave Ramsey’s daughter, she uses that experience and knowledge to educate others. Her book Love Your Life, Not Theirs: 7 Money Habits for Living the Life You Want is a [...]

By |2019-08-14T13:59:49-07:00June 4th, 2018|Books|

Influence Change for Personal Success

Building a foundation for a strong financial life begins with good habits. But what if you don’t have those habits, despite all the efforts to fully fund that 401K, grow that rainy day fund, or become debt free? With almost half the year behind us, how many are disappointed that the New Year’s resolutions lost [...]

By |2019-08-14T13:59:53-07:00June 19th, 2017|Books|

Tidy Up Your Finances

Many of us feel an urge to tidy up our homes and offices this time of year. Yet, this “spring cleaning” tradition may become obsolete, if Marie Kondo has her way. The organization consultant has captivated the world with her “KonMari Method” and best-selling book, The Life-Changing Magic of Tidying Up: The Japanese Art of [...]

By |2019-08-14T13:59:58-07:00April 20th, 2016|Books, Current Affairs, Financial Planning|

365 Days of Gratitude

Thanksgiving came and went. We all said our thanks and then moved on to prepare for the next round of holidays – Hanukkah, Christmas, New Year’s Day. Yet, wouldn’t it be great if we embraced the spirit of giving thanks all year long? Many of us take time in December to review goals and make [...]

By |2019-08-14T13:59:58-07:00January 4th, 2016|Advisors, Books, Current Affairs|