Beliefs & Persistence, How do They Dance Together?

In talking with a fellow CPA recently, he said, “I have known many CPA’s who have tried, usually unsuccessfully, to start wealth management firms. “But I know of no others who have done so as successfully as you.” WOW. This took my breathe away. I closed my eyes and asked myself, “is this what I… Read More

Focused action

Get Where You Wanna Go

Aligning Action & Intention

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… Read More

Self-awareness & prosperity

To Thine Own Self Be True

Self-awareness & the Path to Prosperity

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,… Read More


Begin with the End in Mind

Intentional Goal Setting

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… Read More


Secret 2 to Making Effective New Years Resolutions

Part 2 of 3

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… Read More


The Best Gift from Gen 1 to Gen 2

The Goering Center

Goering Center NewsletterJanuary 15, 2015by: Mackey McNeill He is 62, the first generation. She is 40, the second generation. They are ready to make the transition from Gen 1 to Gen 2. While the challenges are many, varied and complex, the financial issues that arise in this transfer of wealth provide an underpinning of success… Read More


The Three Secrets to Making Effective New Years Resolutions

Part 1 of 3

For years I made sweeping New Years resolutions. Losing weight was always on the top of list. The rest of the list consisted of a variety of things I wanted to change in my life. The items on the list were bound together like a sailors knot by the “should” word. My resolutions provided an… Read More


Life Insurance Riders that Pay for Long-Term care

Life insurance has many uses, including income replacement, business continuation, and estate preservation. Long-term care insurance provides financial protection against the potentially high cost of long-term care. If you find yourself in need of both types of insurance, a life insurance policy that combines a death benefit with a long-term care benefit may appeal to… Read More


5 Numbers Identity Thieves Love

Identity theft has been in the news for many years now. And yet, identity fraud has continued to grow unabated and is costing our society billions of dollars each and every year. It has been reported that identity fraud hits a new victim every two seconds. If you do the math, that’s almost 16 million… Read More