“New Retirement” conversations to have with clients
Retirement is changing. More people want to design their retirement on their own terms. New retirement conversations with clients must include both financial and non-financial issues.
3 strategies to get closer to your GOALS
Far up there at the peak of the pyramid are my highest aspirations. If you want to live a happy life, tie it to your goal, not to people or things.
What’s your money story?
Whether you realized it or not, your money story was written, as early as your childhood. We heard about the conversations and casual comments, and how our parents handled the financial situations, especially the uncomfortable ones. We might not think that we picked up on how the money issue was handled, but it affected our thinking and attitude about money.