Advice For Life

Building on Small Successes

Most folks who are financially successful learn how to use the power of compounding to their advantage. By starting to save and invest early, making consistent contributions, and sticking to their plan, folks can build wealth over time on their way to retirement. In...

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Retire Like You Invest

The best habits often have applications in many different aspects of life. We certainly feel that's true about our Life-Centered Financial Planning Process! The transition to retirement is going to bring many changes, including how you feel about the relationship...

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Cultivating Gratitude in Your Kids

During the holidays our thoughts turn to the many blessings that enrich our lives. But gratitude shouldn't just be something we share annually around a big dinner table. That's especially true for parents who want to teach their children the difference between wants...

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Three Keys to Purposeful Wealth

What is your Money For? Financial security and comfortable living are very important. But if you aren't making purposeful investments in the things that matter most, you might find yourself surrounded by stuff that doesn't bring you any joy and money that just earns...

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When to Get Help with Caregiving

Many Millennials and Gen Xers are part of a new cohort: "the sandwich generation." Due to a series of societal shifts, approximately 2.5 million U.S. adults find themselves sandwiched between taking care of their children and taking care of their aging parents. That's...

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Focus On What You Can Control

In his classic business book "The 7 Habits of Highly Effective People," Stephen Covey encourage folks to draw strong distinctions between "Circles of Concern," "Circles of Influence,” and "Circles of Control." You might be feeling like 2025 is already filling up your...

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Spring Cleaning for Your Estate Plan

Swedish "death cleaning" has gained popularity in recent years among folks who need some added structure to guide their spring cleaning. The idea is to approach decluttering with mindfulness about the mess you could leave behind for your loved ones if you don't get...

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