What is Your Philosophy For Life?

What is Your Philosophy For Life?

Reading Time: 2 minutes I saw this question on a “How Well Do You Know Your Partner?” quiz.  I think I know my partner very well but I did not know his answer to this.  Then I thought, I don’t know MY answer to this.I think it is a fun and interesting question to ask...
Which Advisor Payment Type is Best?

Which Advisor Payment Type is Best?

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

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!

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

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...