goals

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Guiding Principles for Changing Markets

By | 2017-06-14T17:26:15+00:00 April 19th, 2017|Categories: Personal Planning|Tags: , , , , , |

“What is your intention?”  It’s a big question, and one that leads nearly every aspect of your life – including the parts that deal with money. An investment intent is based on the intractable belief we have in the principles and practices that guide our decision-making for our investment portfolios.  In times of market upheaval and [...]

Today's Forecast Calls for Sales

By | 2017-05-09T22:13:48+00:00 April 28th, 2016|Categories: Business Wise, Uncategorized|Tags: , , , , |

In today’s society, everyone seems to be obsessed with sales.  While sales may not be the most important number on the financial statements, it is definitely the most emphasized. Yet few people actually use a tool to help them forecast their sales. So what’s the big deal with forecasting sales? For starters, forecasting sales can help [...]

When & How to Ask for Financial Help

By | 2017-05-09T22:13:45+00:00 January 6th, 2016|Categories: On Our Minds, Uncategorized|Tags: , , , , , , |

When is the best time to plant a tree?  Twenty years ago. When is the next best time?  Today. The same thinking applies to getting financial help. When is the best time to get financial advice?  Twenty years ago.  When is the next best time?  Today. Seriously, the answer is always earlier is better.  The Boomer [...]

Get Where You Wanna Go

By | 2017-05-09T22:13:32+00:00 July 7th, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , , , , , , , |

Action is the force that moves us from one place to another.  Action without intention will get you somewhere.  Action paired with intention will get you where you want to be.  Would you rather get somewhere or get where you want to be? Kind of a silly question when you put it that way isn’t it? [...]

To Thine Own Self Be True

By | 2017-05-09T22:13:30+00:00 June 1st, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , , , , , , , |

Sally was in her late thirties when she came face-to-face with the realization that she was the obstacle in her quest for prosperity. As a business owner, Sally had worked diligently to grow the business she had started in her home in her late twenties. Ten years later as she looked squarely at her results, she [...]

Prospering in a Chaotic World

By | 2017-05-09T22:13:28+00:00 April 22nd, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , , , , , , |

The fourth and final secret to being your most prosperous self is to measure your progress and take time to reassess your path. When you measure the right things, you stay focused on what is important. This is critical is a world of chaos, as it is easy to be attracted to the next shiny object [...]

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Begin with the End in Mind

By | 2017-05-09T22:13:25+00:00 February 5th, 2015|Categories: Personal Planning, Uncategorized|Tags: , , , , |

Our culture supports the idea that life progresses by accomplishing goals. Accomplishing goals is satisfying and gives you a feeling of accomplishment. Small ones like checking off a to do list are fun. Big ones like achieving the annual company goals are even more exciting. The life you get is a result of the choices you [...]

The myRA Retirement Accounts are Now a Reality

By | 2015-01-27T13:40:22+00:00 January 27th, 2015|Categories: Personal Planning, Uncategorized|Tags: , , , , , , , , |

Way back in February 2014, I penned a blog about a new option for workers whose employers did not have a workplace savings plan. It was dubbed the myRA and was designed as a starter savings account. President Obama discussed the new savings option in his State of the Union Address last year and the U.S. Treasury [...]

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Secret 3 to Making Effective New Years Resolutions

By | 2015-01-24T15:06:59+00:00 January 24th, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , , |

If you have been following this post, you have taken some of your big hairy audacious goals and turned them into small steps. You’ve looked at the intention to your goals and found the higher purpose you are seeking. You have given yourself permission to change the measurement of your goal if you reach your higher [...]

Secret 2 to Making Effective New Years Resolutions

By | 2015-01-15T15:03:35+00:00 January 15th, 2015|Categories: On Our Minds, Uncategorized|Tags: , , , , , , |

How are you doing with starting small on your New Year’s resolutions? Have you adjusted your list yet? Recalibrated any of your goals to start small? I love my new start small goal. My meditation practice is up to 14 minutes and climbing. Remember, small changes are easy changes. Life is meant to be a glorious, [...]