Which Advisor Payment Type is Best?

Which Advisor Payment Type is Best?

by | Mar 14, 2019 | Financial Planning

Reading Time: 5 minutes Based on last week’s article, I got the following questions – Which payment type is best? What are the pros and cons for the different ways advisors get paid? I thought these were good questions and will briefly try to answer them here. The...
Different Ways Advisors Are Paid

Different Ways Advisors Are Paid

by | Mar 7, 2019 | Financial Planning

Reading Time: 3 minutes One of the things I dislike about the financial services business is that all too often it tries to make things (seem) complicated and difficult to understand.  I believe part of my role as an advisor is to help others understand and feel...
Cushion!

Cushion!

by | Feb 27, 2019 | Financial Planning

Reading Time: 4 minutes I touched on this concept last week but felt the need to write about it even further.  I am a huge fan of what I call “cushion”.  I want to have cushion or space for surprises in my life.  This applies to money, time, and even driving. Money...
Ideas to Help You Slow Down

Ideas to Help You Slow Down

by | Feb 21, 2019 | Life Coaching

Reading Time: 4 minutes I am noticing that I would like to change the pace and stress and rushing in my life.  And the question from my son of “Why is Everyone Always in a Rush?” has got me thinking and motivated to try and change that. Today’s article is going to...
Why Is Everyone Always In A Rush?

Why Is Everyone Always In A Rush?

by | Feb 13, 2019 | Life Coaching

Reading Time: 3 minutes My 5 year old asked me this question a few nights ago and it has haunted me since…Why IS everyone always in such a rush? I think my answer to him was that most people have many things they are trying to do and fit in every day.  People have...