Articles
What does Money Mean to You?
Yes, you need enough to live, feel comfortable you say, for the rest of your life. On some level, you recognize that money is merely an artifact, which can be exchanged for something you need ...
What is Your Story?
As a Personal Chief Financial Officer, I focus on caring for your total financial life, regularly asking what you want from your financial future.
One Simple Word with a Universe of Meaning...
I know you have had feelings that you couldn’t really put your hands on or name, but it was something about what you felt for your loved ones, what you...
What Just Happened?
This is just a quick reminder of the things that you have control over; saving, spending, and how money is diversified in your investment portfolio.
To Will or not to Will
have talked to a great number of people whom I have promoted, recommended and begged to prepare for themselves and their families an estate plan.
Reducing the pain of speaking…. In uncomfortable situations
How do you deal with someone that you have to provide news that you would otherwise not want to convey yet, because, of who you are and your position you hold, you must?
Do I have to run my office?
I hear Physicians say, “I just want to see patients.” You know when you are in your role as a scientist you want to feel as though you are making a contribution.
Do you know your financial story?
I bet you have asked yourself these questions before. Daily you are reminded by many people how you can spend your money.
Cash Flow is about creating freedom
An often misunderstood but important aspect of a person’s financial life is – cash flow (spending).
Focusing on the long-term in a short-term world
It is the long term that has the meaning, not the noise and negativity that we hear in the short term.
Financial Advice for College Students and Graduates
Financial literacy matters to everyone whether they know it or not, and everyone has different levels of financial literacy.
5 Key Challenges for Every Medical Group Manager
Every medical group practice has a manager who must make carefully calculated decisions which directly impact almost every aspect ...