What Really Matters?

What Really Matters?  I wonder … These words are the title of a book I recently purchased by Dr. Wyatt.  How I stumbled upon the book– an emergency visit to a clinic with my son while on vacation – is a testament to synchronicity of life and why wondering about What...

A Year of Financial Fitness

“Money skills are 21st century survival skills.” The quote above is from my old friend, Dick Wagner, a pioneer and thought leader in the financial planning community. He has shared this insight for several years on many occasions. Now more than ever, I believe, this...

An authentic, rich life

What is an authentic rich life?  I wonder … Over the past few years as the markets have displayed a deep decline and a bouncing recovery, the enduring question of living a rich life is heightened. Below is a timeless list of activities and ideas about living a wealthy...

Re-Think Gift Cards

As the time of holiday gift-giving approaches, I want to re-visit an experience of mine, to support your gift-giving decisions this season.  Gift cards have been and continue to be popular ways of satisfying a gift for another.  They are easy actions when you don’t...

5-Minute Try It: Spending Pause

Note: this Try It is inspired by one of my MoneyMoves® cards: Ready to Spend. Practice this before you go out holiday shopping (or shopping anytime) and put it to use when you are in the moment of spending. Minute one: With item in hand, in basket or in shopping cart,...