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, […]

The Importance of Vacations and How to Truly Disconnect

First, let me start this by saying I have not been a poster child for this vacationing thing. Believe me, I’ve heard about the importance of getting away and have read all the health benefits associated with regular vacations, but you know how it goes. The busier we are, the harder it is to get […]

The Magic Number And How Much You Actually Need To Retire

As we discussed in The 3 Bucket Principles, after you’ve set up your emergency fund of three to six months’ expenses, you should be saving 15 to 20 percent of everything you earn for your retirement. Even though it seems like a hard and fast rule to follow, sadly most Americans will not be ready […]

The Power Of Being And Having A Mentor

Leaders cannot be mass-produced, but are developed through life-on-life mentoring… There’s no life-change without life-exchange. – Dr. Tim Elmore, founder and president of Growing Leaders (1) Finding a mentor was simultaneously the best thing I have ever done and also the hardest to commit to- at first. Why was it so hard? Because we are […]

The Birth Of The Second Career and How to Navigate It

You know how our parents and grandparents used to go into work every day to the same office, to do the same job with the same boss their entire adult life? They would work hard at their firm or company for 40 years and when they hit 65, they would retire, take their social security […]

The Slippery Slope of Credit Card and Other Bad Debt

I have listened to and personally counseled thousands of families and individuals working to get out of debt or those who finally conquered the debt that plagued their families for years. It’s hard in today’s society to avoid credit card debt when it’s a very common practice to just “charge it” or take a loan […]

What Corporate America Has Wrong About Work

For the past 100 years, the cycle of the American career has looked something like this: get a job at a large company right out of college in your early 20s, work there for 40 years or so and retire from said company at 65 years old. At this point, the government, through social security, […]

How Much Money Do You Need to Actually Be Happy?

A little bit ago I kept seeing articles about a study Princeton University’s Center for Health and Well-being conducted back in 2010. The study was titled, “High income improves evaluation of life but not emotional well-being.” Everyone from economists and financial planners were weighing in on the subject. Even Tony Robbins’ site had a blog […]


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