Autopilot can be a dangerous thing. You may have heard the fact that if a pilot’s course is off by 1 degree traveling from San Francisco to New York, she will end up 40 miles out in the Pacific Ocean. In fact, a lot of what I do is check and recalibrate my clients’ autopilot […]
Financial Planner. Financial Advisor. Investment Advisor. Or even Investment Adviser. Do these terms create vibrations of stress in your life? Yeah, me too. You see, I don’t really know what they mean! Every one of these people who calls themselves by one of these titles seems to do something a little bit, if not completely, […]
People do it all the time. In the face of their worst imaginable fears, they do it. Probably not because they want to. They do it, maybe, because that’s the way we humans are wired. What do they do? They continue. And the only thing that might be driving them is a faith in the […]
My wife makes fun of my driver. Every time we play golf, she has not one, but several “witty” comments during the round. Every time. But, you see, I like my driver. Yes, it’s 25 years old. Yes, it’s very small (or, I like to think of it as normal-sized as all the drivers these […]
The phrase in the title of this post is said to have been first used in the novel “Don Quixote,” and is written as follows, “It is the part of a wise man to keep himself today for tomorrow, and not venture all his eggs in one basket.” The message, of course, is that it […]
Imagine if you could have someone else go to work and send you the paycheck. Wouldn’t that be great? Now, what if that person were brilliant, and leader in her field? What if she was an undiscovered talent who ends up making it big, and when her earnings rapidly grow over a short period of […]
When was the last time you truly forgave someone? I’m talking about a time when someone did wrong by you with no explanation — leaving you bewildered as to why you were treated that way. And, unfortunately, you had no real recourse, except to pick yourself up and move on. But before you could truly […]
When it comes to our finances, one significant part of the early stages of planning is understanding your resources and determining your net worth. This is one of the most overlooked steps. People don’t want to see where their trouble spots are in their financial landscape. While it may only be a small piece of […]
At first glance, income seems like a simple topic. But many times, it’s easy to confuse specific cash flows, or even promised cash flows as income when they are not. There are many ways to be compensated, and it’s important to know when you are being paid, how, and why because it will lay the […]
