Change vs Transition

Change is situational. Transition, on the other hand, is psychological.  It is not those events but rather the inner reorientation or self-redefinition that you have to go through in order to incorporate any of those changes into your life.

William Bridges, PhD
Transitions: Making Sense of Life’s Change (more…)

Defining The “Why” of Your Goals

Failing to reach our personal and financial goals can be both frustrating and disheartening.  And, to make matters worse, we often realize that we are our own worst enemies when it comes to sabotaging our dreams.

However, research has shown that we can dramatically increase our rate of success by first determining a meaningful and internally motivated “why” for each of our goal pursuits. (more…)

Financial Planning During Volatile Markets

The journey to achieving your long-term wealth goals follows a road that is not always smooth, clear and free of debris. Sometimes the market and the world at large will litter our path with obstacles for us to overcome. Global markets have been experiencing increased volatility, which comes in stark contrast to the even, steady growth that we often expect. (more…)

Directing Your Own Financial Destiny

Do you feel “in charge” of your financial life?  Or do you feel you are being swept along by a set of circumstances that are beyond your control?  Do you take responsibility for making your own financial decisions, or do you acquiesce to the plans and opinions of others?  Does fear, denial, or complacency keep you from taking a proactive approach to nurturing your own financial well-being? (more…)

The State of the Economy and Coronavirus

Given the volatility in the financial markets beginning the week of February 20, 2020, it’s helpful to review the state of the U.S. economy entering into this stressful period, what’s happened since, and some of the potential economic impacts. Here is our take on those topics.
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