My client base is mostly Gen X and Gen Y, with a few super cool Baby Boomers thrown in. So I don’t talk about long term care insurance a lot…but I think it’s very important. So this is my public service announcement to get it on your radar! My long term care insurance story My…
DetailsIt always amazes me that people think when you make a lot of money, you quit worrying about how you spend it. Personal finance just doesn’t work like that. I just had a meeting last night where this multi-millionaire was overjoyed to get set up on Mint. Over. Joyed. As I was leaving, I started…
DetailsIn today’s post I round up incredibly helpful links for you! In the themes of success, self-employment, creativity, and small business! Love this post and reminder of how success really works: Famous Comedian Steve Martin Shares Three Insights On Success. I met Kyla Roma at Pioneer Nation this past spring, and I love-love-love this…
DetailsStarting a financial planning practice can be difficult…and I have done it twice. The first time, things started coming together for me after a year. I was building my practice and acquiring clients, and some of the tension I felt over tight cash flow and starting my own business was starting to ease. But even…
DetailsDespite 91% of women saying it’s important that they feel confident in their abilities to invest, 58% of these women don’t have any interest in learning about the stock market. As USA TODAY reports, millennial women show less interest and confidence than millennial men when it comes to the stock market. For instance, 49% of women, compared…
DetailsI recently had the opportunity to hear Scott Berkun speak at World Domination Summit 2014. He told us a story about when he and a group of his friends recently rented a vacation home by a lake. They noticed that the boat house had a trapeze that they could use to swing out over the…
DetailsIn order to be successful, entrepreneurs are required to work on all of those internal and external issues that prevent them from earning the pay they deserve . . . because at the end of the day, we’re the only ones holding ourselves back, be it in a specific, practical way, or simply by how…
DetailsMindfulness is an essential ingredient in a healthy relationship to money; when you’re mindful about what you spend and how you make financial decisions, everything supports your intentions and higher values. When you ignore mindfulness—maybe because you’re stressed or don’t even HAVE a clear vision of what you want your money to do for you—you…
DetailsI know it’s frustrating to feel like your goal is so far from reach, especially when wealth might solve a variety of issues you’re experiencing right now. Here’s the key to finally feeling some peace and making progress in accumulating wealth. Wealth Acceptance People who know me are aware I have some health issues…an undiagnosed…
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