Career Burnout: The 5 Steps to Becoming an Entrepreneur (ft. MusicRowSearch’s Tom Truitt)

Do you find yourself 15 years down the road in the same job that you can’t stand? Are you afraid to step out of the corporate bubble and follow your true passion from fear of failure? Do you dream of doing what you love so that you will never have to work another day in […]

The Right Amount of Money to Retire

Magic Number, money, Retirement

Many people are fearful of retirement and may endure sleepless nights, wondering, “What is the right amount of money to retire?” My team and I want to help spark a real movement to change this old way of thinking about money and the unhealthy fears surrounding our money. The whole point of our philosophy is […]

How Much Can Money Equal Happiness?

finance, happiness, money

Can you guess how much money the happiest families of four make? In a recent study by the Huffington Post about happiness and money and how the two may coincide, it showed that at the national level, those making between $75,000-150,000 appeared to be the happiest. This suggests that making over $150,000 per year won’t […]

The Top 5 Life Regrets

Regrets

My therapist and good friend, Dr. Angela Thompson, shared with us a study by Bronnie Ware, an Australian nurse and counselor who worked with terminally ill people for years, sharing the top 5 regrets of those in their final days. During Bronnie’s experience with these people, she collected data that when summarized below in bold, […]

LOVE is T-I-M-E

The most important lesson my father has taught me is that the way you spell LOVE is T-I-M-E. As a child, I didn’t really understand what he meant (and why he was such a bad speller..haha). Ever since I can remember, I have seen my father as one of the most hard-working, dedicated people I’ve […]

The Art of a Firedrill

finance, love, money

Last year, it hit me how so many of our clients – and many people in general – do not have an organized way to help their surviving loved ones carry on with their finances once they are no longer here. My team has witnessed spouses in distress because bills were piling up and they […]

Trump’s Presidency: Fear & Greed in the Market

It is no secret that Trump has caught the attention of many around the world. It just-so-happens that a heavy portion of our client meetings (try everyone of them for the past year) involve discussion about politics – Trump, Clinton, and the election – not healthcare, ISIS, investment portfolios, or financial planning, even. Many people […]

Are Experiences Worth More Than Material Things?

We’ve all heard the saying, “Money can’t buy happiness.” In many ways, I believe this is true! However, what if we readjusted our thinking to see that money can, in fact, allow us the chance to have experiences that we otherwise may not be able to pursue, leading us to greater happiness? As a Financial […]

For the Love of a Dog

Those of us who love dogs like humans, may connect with this.  If you know me, and follow my website or Bailey’s Blog or have ever come to my home, you know what this mess of a dog meant to my heart.  And if you aren’t a crazy dog lover like I am, that’s ok […]

The 3 Buckets Principle on How to Handle Your Money

With any client that comes into my office, I like to start off talking about what I call the “3 Buckets Principle” of money. It doesn’t matter whether they have $10 million in the bank, are just getting started on a financial plan, or right out of college in their first job. In my opinion, […]

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