by Gayle | Aug 14, 2011 | Blog
Being a professional financial advisor, I understand the intricacies of money: investing, saving, tax planning, asset protection, retirement, transitions, philanthropy, budgeting… the list continues. When I began my career almost 25 years ago, I did not embrace the...
by Gayle | Aug 1, 2011 | Articles
Every financial planner is well versed in preparing financial statements. These reports are an important part of the financial planning process. Preparing financial statements – forecasting financials – is one part of one of the six steps required by all Certified...
by Gayle | Aug 1, 2011 | 5-Minute Try It
Minute one: Locate yourself either sitting, standing or lying down. Feel the part of your body touching the floor, chair or earth. Breathe into your belly. Minute two: Begin to scan your body from your feet to your head. Begin by putting all of your attention on your...
by Gayle | Jul 1, 2011 | Articles
In financial planning, there are basic practical matters to complete for every individual, couple or family. These include: tax returns, an estate plan, insurance protection, an investment plan, and a cash flow plan. Tax returns: Are your tax returns current and...
by Gayle | Jul 1, 2011 | 5-Minute Try It
Minute one: Find an area in your environment that is cluttered (i.e. desk, car, drawer) that you want to organize. Select one area (pile or shelf) to clear. Check in with your body (thoughts, feelings and sensations) when you observe the clutter. Minute two: Get a...
