If you’re of any age between the Millennials and the Boomers, you’ll want to read this blog. It could help you or someone you love optimize the benefits they receive... read more →
Since Karl Frank guest blogged a couple of weeks ago, I’ve been wondering why it’s so difficult to connect with our future self. Specifically: Why do so few of us... read more →
Last week we examined two men who experienced that liminal doorway we aspire to cross through—the one to financial prosperity. Let’s see what each experienced next. Like scores of lottery... read more →
As I discussed last week, most financial services professionals I know are looking for a “silver bullet” to gain a steady stream of client referrals. I highlighted the clients you... read more →
For every one hundred people who can handle adversity there is only one who can handle prosperity. Thomas Carlyle Every business owner will face a liminal dimension—a doorway—either by choice... read more →
One of the joys of presenting during Money Smart Week is learning about concerns from participants. The best questions—and answers—often come from either new business owners or the most veteran.... read more →
Is the above title a familiar expression? At the May Colorado FPA chapter meeting, Courtney Pullen shared wisdom gleaned from interviewing scores of ultra high net worth families around the... read more →
This free offering is so valuable, I wanted to give you another chance to learn more. If you’ve already read this, review my April 23 post HERE to prepare for... read more →
Consider that an elephant’s tail and trunk have roughly the same verbal description–cylindrical, flexible, long appendages. But these adjectives leave out important elements: the former is located on the elephant’s... read more →
Time, money and …?… Part 1 of 4 Welcome to my blog! We live in a multi-dimensional world of height, length, breadth and time. Since my teenage years—no doubt due... read more →