March 31, 2020
Seven Financial Steps to Take When Fear Takes Over
Do you remember the dozen or so adventurers who set out on a 25-day rafting…
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March 17, 2020
Turning Money Pain into Money Pleasure
Everyone I know is worried right now—running for the hand sanitizer and staying home…
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March 3, 2020
What’s It All About?
Recently a baby boomer client who is getting ready to retire told me he’s been…
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February 18, 2020
Communicating: It’s About More than Money
Several years ago, a client I’ll call Jim came to my office for a…
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February 4, 2020
Connect To Your Cash Flow
I can’t tell you how many people get a look of panic, as if…
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January 21, 2020
The Financial Fulcrum
Fulcrum : the point on which a lever rests or is supported and on which…
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