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Success & Well Being2018-10-15T14:26:11+00:00

Success & Well Being Articles

When Good Parenting is Following Your Own Ambitions

Apr 12, 2019

Two years ago this week I started my own firm and became a business owner. I always had an entrepreneur’s mindset and had wanted to be a business owner. I was working for a great firm and had learned a lot there, but I had my own ideas of how…

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True Wealth is Having Financial Well-Being

Apr 5, 2018

Creating financial well-being is simple, but that doesn’t mean it is easy. The hardest part of it is controlling our emotions. Financial well-being is about having the freedom to make choices that allow us to enjoy life, having control over our finances, and having the ability to absorb financial shocks….

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Achieving Your Goals in 2018

Jan 2, 2018

“The key is not to prioritize what is on your schedule, but to schedule your priorities.” – Steven Covey We rarely control everything in our lives, but often we have more control than we realize. We are at the beginning of 2018. It is a time when we create New Year’s…

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Life Lessons from a Vineyard Manager – We Are the Vine

Nov 12, 2017

Last night a thoughtful client invited me to an event where a beautiful analogy was made. It was held at a local winery, and the vineyard manager, John, talked about the life of a vine and others related how similar our own journeys are like those of the vine.  John…

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Some Easy Tools to Help Prioritize

Jun 2, 2017

often think new year’s day is when we should set new goals for ourselves. However, there is no better time than the present to begin something that is important to you.  I have been working hard at making very purposeful decisions for a while now, both personally and professionally. It…

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Purpose Drives Financial & Life Satisfaction

Oct 13, 2014

Do you desire to be rich?  The word “rich” can be defined as possessing great material wealth, and it can also be defined as that which is “abundant, meaningful, and significant.”  Therefore, what kind of wealth do you desire the most?  Do you want to experience a life of riches…

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Defining Your Legacy of Values

Oct 13, 2014

How do middle-age and older adults currently define “leaving a legacy”?  This was the central question of a recent study that examined the attitudes, hopes, and concerns of baby boomers and their elders (Allianz American Legacies Pulse Survey, 2012). A key finding was that these two generations view legacies as…

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The Questions We Ask Ourselves

Oct 13, 2014

Most of us realize how important questions are in our daily interactions—it seems we are continually either asking a question or responding to a question.  But, what we are less aware of are the questions that we continually ask ourselves. Our internal dialogue exists so automatically that we are barely…

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The Essence of Real Wealth

Oct 13, 2014

It is important to keep in mind that cultural messages can have a profound influence on your financial attitudes and behaviors.  Intellectually you can disagree, but emotionally those money myths can have a profound influence on the level of financial success and life satisfaction that you experience. In Think Again:…

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Saying “Yes” to Your Priorities

Oct 13, 2014

Life satisfaction means different things to different people—each person’s definition is unique.  That is because life is multifaceted, and each facet contributes to the quality of life we experience as individuals. However, bringing balance to a busy personal and professional life is challenging.  In order to accomplish all that we…

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