Posts tagged marriage
5 Ways to Move Beyond the Status Quo

There’s a lot to be said for maintaining the status quo. It’s comfortable. And familiar. It is a great place to be when things are going well in life.

But what if things are not going so well?

I do not know your particular struggle today, but I know you have one. What are you going to do to fix it?

Read More
For Richer or Poorer

We already dissected the vow “in sickness and in health.”  Let us turn to the financial aspect of marriage: for richer, for poorer. Money fights are the second-leading cause of divorce.  Let’s dive into why money is such a heated topic and how to communicate about money more effectively as a married couple.

Read More
5 Steps To Build Wealth Without Comprising Your Values

I’ve been pretty clear over the last year that my focus is helping parents build wealth in alignment with personal and spiritual values, but that is still pretty abstract.  This article explains how to actually build wealth without compromising your values.

Read More
How Much is Enough?

What is “enough” in financial terms? Is it a million dollars? $3 million? More?

Clients frequently ask me how much money they need to comfortably retire. Even as a CFP® with over fifteen years of experience, I can never give them a blanket response. There are a variety of quantitative and qualitative factors to consider.

Read More
In Sickness and In Health

Uttering the words “in health” is simple.  “In sickness” is far more difficult when you must prove yourself with actions, not words.  Sickness is not confined to physical ailments; it can take many forms.

Read More
What's Your Legacy?

When your time on earth is done, what do you want to be remembered for?  

This is a big question. And yet, it’s the reason why we’re here … Living. Breathing. Growing. Helping. Changing. Transforming.  

Our work is not done.  By work, I don’t mean your day job.  I’m referring to your higher-level purpose: How are you positively leading, influencing, or helping others?

Read More