Having versus Being

Do you confuse your needs with your wants?  Have you caught yourself thinking that you “need a vacation” or “need to try a pumpkin latte”? If yes, your sense of entitlement may be making you lose sight of what you really need versus what you want. So, where does a sense of entitlement come from? […]

Don’t Miss the Journey to Financial Freedom

Is the freedom that money buys worth the sacrifices you make to reach this freedom? “What is important in life is life, and not the result of life.” ~ Johann Wolfgang Von Goethe Setting financial goals and creating your financial plan is all about determining your destination. And if life is about the journey, not […]

Are You Even on the Road to Retirement?

When you are decades away from retirement, it is hard to make retirement saving your #1 financial goal. However, it is likely your largest financial goal and you need to know whether or not you are on track. Here is what you need to know to make sure you are on the right path to retirement.

Three Cheers for Year of the Rabbit

For most clients that I worked with over the past year, 2010 has been a turbulent year full of both highs (new babies, new jobs) and lows (home value declines, pay cuts). And if you follow the Chinese Zodiac calendar, this is not surprising since it was the Year of the Tiger. The Year of […]