by Gayle | Mar 4, 2012 | Articles
“There are two systems of taxation in our country: one for the informed and one for the uninformed.” “Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the...
by Gayle | Feb 20, 2012 | Articles
It’s easier to blame money. Why? I wonder … In the many years of working in the financial world, without skipping a beat, people blame money as the direct cause of pain and suffering. Just recently, a client, whose partner is heroically enduring debilitating cancer...
by Gayle | Feb 13, 2012 | Articles
What is the best way to introduce youth to work? I wonder … This weekly wonder question may seem quite simple. And in many ways it is simple. But I am opening my curiosity around this topic after a client meeting today. Our client, let me call him Sam, shared a...
by Gayle | Feb 13, 2012 | Articles
What is the best way to introduce youth to work? I wonder … This weekly wonder question may seem quite simple. And in many ways it is simple. But I am opening my curiosity around this topic after a client meeting today. Our client, let me call him Sam, shared a...
by Gayle | Feb 9, 2012 | Articles
This article was originally published in the Journal of Practical Estate Planning, October-November, 2004. Curiosity is the opening in a relationship that allows client trust and confidence to build. To heighten curiosity, you must release any preconceived beliefs....
by Gayle | Feb 6, 2012 | Articles
What is it about direct connection that fosters clarity, trust and next action? I wonder … Today I facilitated an online financial Q & A program for the Boston.com chat and the Financial Planning Association. A few weeks ago I answered “hotline” calls from...
