Recently one of the coaching groups I take part in sent an email encouraging me too take the time to write out a bucket list. To put my thoughts on the right track, they provided a sample of “101 Things to Do before You Die.” I found it awe inspiring to read the thoughts of…
Read more
Fall/Winter is an ideal time to examine your financial health and update your financial plans. Here is a list of important things to review that might make a difference in your year-end review and plans for next year. Check all that apply. If you have any questions or concerns, we will be happy to go…
Read more
You are where you are because you want to be there. Wait…what? Even Zig Ziglar didn’t agree. He shared a story about receiving written directions late one night from a man at a gas station. Thirty minutes down the road, he learned he went the exact opposite direction he intended. He didn’t want to be…
Read more
You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect investment—one that’s safe, but offers an outstanding return. Our experience tells us that there is ultimately only one perfect investment—family. As a Life Planning firm, we…
Read more
My dad is known for always asking “Could you, would you, when?” Could you make a change? Would you make the change? When will you do it? I think we have all wanted change in some area of life at some point. Maybe you want change now. Perhaps you are even praying for it. The…
Read more
During a recent coaching call, everyone was sharing the best things that have come from the significant changes COVID-19 has forced upon our lives. One gentleman shared that his three kids (all in their twenties) have moved back in with him and his wife. After enjoying an empty nest for the last three years, he…
Read more
A dear friend of ours once said, “When chicken feathers are all you have, you have to turn it into chicken soup.” COVID-19 has left us with chicken feathers. For some, it might be the illness itself, the loss of a loved one, finances. For all of us though, there are many things we have…
Read more
This is a quote by Paul Romer, co-recipient of the Nobel Prize in Economics in 2018. In other words, you can either go through it or grow through it. If you have never heard the story of Admiral Jim Stockdale, it needs to be at the top of your quarantine pastime list. This Medal of…
Read more
Talking to people, there is already a general consensus of how the 2020 election is going to turn out. Whether from optimism or cynicism, most people currently believe Trump will be re-elected. Most likely this is true as most presidents, no matter which side of the aisle, get re-elected when Americans are reaping the rewards…
Read more
Florence Chadwick, an American swimmer, set many international records, including breaking a standing record for swimming the English Channel between England and France. On July 4, 1952, she became the first woman to swim 21 miles across the Catalina Channel, from Catalina Island to the California coast. On her first attempt, the ocean was ice…
Read more
Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.