What is Your Philosophy For Life?

What is Your Philosophy For Life?

by | Mar 20, 2019 | Life Coaching

Reading Time: 2 minutes I saw this question on a “How Well Do You Know Your Partner?” quiz.  I think I know my partner very well but I did not know his answer to this.  Then I thought, I don’t know MY answer to this.I think it is a fun and interesting question to ask...
Which Advisor Payment Type is Best?

Which Advisor Payment Type is Best?

by | Mar 14, 2019 | Financial Planning

Reading Time: 5 minutes Based on last week’s article, I got the following questions – Which payment type is best? What are the pros and cons for the different ways advisors get paid? I thought these were good questions and will briefly try to answer them here. The...
Different Ways Advisors Are Paid

Different Ways Advisors Are Paid

by | Mar 7, 2019 | Financial Planning

Reading Time: 3 minutes One of the things I dislike about the financial services business is that all too often it tries to make things (seem) complicated and difficult to understand.  I believe part of my role as an advisor is to help others understand and feel...
Cushion!

Cushion!

by | Feb 27, 2019 | Financial Planning

Reading Time: 4 minutes I touched on this concept last week but felt the need to write about it even further.  I am a huge fan of what I call “cushion”.  I want to have cushion or space for surprises in my life.  This applies to money, time, and even driving. Money...