Tag: Goals

Learning

If You Only Knew…

It may sound a bit obvious, but I want to pose a question: How would that statement end if you were speaking to: …your children? …your grandchildren? …your successor? …your apprentice? …your co-workers? My bet is that those words come fairly quickly and easily for many, if not all, of those as you considered on…
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January 3, 2023 0
Destination

Arriving at Your Destination

A recent speaker told a story that I think most of us can relate to: Whenever I get in the car, I have a driving companion named Tom. He warns me in advance and reminds me just before a turn comes. Even if I make a wrong turn, Tom patiently tells me to turn around…
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September 29, 2022 0
Summer

Summertime Checkup

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year. Goals still the same for 2022? Has market volatility affected your goals? Note any changes since the first of the year that may…
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June 13, 2022 0
Spring Cleaning

Spring Cleaning Your Financial House

Have you ever met anyone that doesn’t have at least one area of clutter in his/her house? I would bet that even the tidiest of homes has a closet or drawer that gets cluttered from time to time. Life gets busy. We throw stuff here and there, planning to deal with it later. Then before…
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March 21, 2022 0
Simplicity

Getting Back to Simplicity

As life goes on, it seems to become more and more complicated. I remember those early days when I had a toy box and when it was time to clean up my room, everything went into one place – my toy box. What a huge relief it would be if you could take your entire…
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January 10, 2022 0
Road

Are We There Yet?

I love my kids, but towards the end of a long road trip, well…you probably know. What is it about our minds that make us more impatient the closer we get to our goal? If we are honest with ourselves, we are just like our kids. We drive a little faster on that last stretch…
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January 4, 2022 0
Bucket List

Do You Have a Bucket List?

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…
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June 14, 2021 0
Widow

Did You Miss This in Your Retirement Plan?

Most people do! Have you considered your marital status during retirement – and its financial and social impact on you?  According to the US Census Bureau, 36% of people over age 65 were single in 2019. And as of 2019, there were almost 15 million widows and widowers in the country. So, whether you are…
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April 19, 2021 0
Flunk

Will You Flunk Retirement?

Today’s 70 is yesterday’s 50. Today’s 70-year-olds are performing mentally and even physically the way 50-year-olds did in the past. Most of us will live 20-30 years longer than our grandparents and parents; thus, retirement will be 20 to 30 years longer than it was for generations before us. It is no longer enough to…
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March 10, 2021 0
Risk

Has Investment Risk Changed?

There has been a lot of hype recently in regard to cryptocurrency, silver, the GameStop fiasco, and even interest rates. A lot has changed. There are a lot of things changing. Yet, “the more things change, the more they stay the same”1… What am I talking about? Cryptocurrency didn’t even exist at the turn of…
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February 22, 2021 0

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