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Estate Planning

How To Set Long-Term Goals This New Year 2022

How To Set Long-Term Goals This New Year 2022

Setting long-term goals helps you achieve the life you want. And it makes for a more intentional approach to life. Setting long-term goals is about having a vision for your future. They give greater meeaning and purpose to life. But, how does a person identify their...

Where Is It Going? Personal Finance That’s Values-Driven

Where Is It Going? Personal Finance That’s Values-Driven

Where Is It Going? “Don’t tell me what you value, show me your budget, and I’ll tell you what you value.” — Joe Biden – A friend of mine was surprised by how much she spent last month eating out. When I asked her if that was different from any other month, she replied...

Can Money and Love Be Kept Separate?

Can Money and Love Be Kept Separate?

Love and Money I recall a conversation a few years ago with close friends of mine, Joe and Sarah. Joe found out he had stage four lymphoma, and after a series of treatments, the doctors told him that it was terminal and there was nothing more they could do for him....

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