Savings

Is It Urgent or Important?

“I have an opportunity…” I can’t tell you how any of my client conversations start with that statement. “I have an opportunity to…buy into a business…buy some land…buy a house I’ve had my eye on for a long time.” Always these opportunities come with a timeline.  “I need to give them an answer…by tomorrow…by the …

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Spring Cleaning … Where Do I Start?

How is it that when you have the most unstructured time on your hands, you get the least done? Now, if you’re a doctor or nurse tending to Coronavirus patients, a banker pushing out PPP loans or a grocer working overtime to restock the toilet paper shelves, this doesn’t apply to you. But waaaay more …

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Coronavirus – Good Reason to Delay Planning?

Question: All the uncertainty surrounding the Coronavirus has me wondering how effective long-term planning can be during times like these. What do you think? Answer: “My life has been filled with terrible misfortune; most of which never happened.”  So said French philosopher Michel de Montaigne over 500 years ago…which just goes to show you worry is …

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Launching Tyler

When Tyler left, Melinda cried. She cried because he was a kind, thoughtful young man who reminded her of her own sons, whom she had also seen leave the nest. In the month or two he’d lived with us, he’d unconsciously worked his way into her heart. I also got a little misty-eyed…without being asked …

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From Vision to Provision to Victory

“That’s never going to happen.” She held a binder in her hands with papers, charts, and projections outlining the process of how she and her husband might gradually replace the income they each earned through working with income that comes from their accumulated assets.  Otherwise known as a retirement plan. “Now hold on a minute,” …

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