The Multi-Generational Workplace
In my world, we talk about the multiple generations in the workplace on a regular basis. Generations are defined by age, date of birth, and critical societal events. Each generation...
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A Look at the Roaring Twenties
At the end of the first quarter, the S&P 500 had managed to record a stunning 56.3% total return, including dividends, over the past 12 months — a historic rally...
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The Challenges of Building Wealth
The use of the word wealth automatically creates a mindset that is as different for each of us as is our appearance. For most of us, wealth is defined as...
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The Mindset for Financial Clarity
There is nothing more frustrating than spending your time, energy, and money searching for a destination that does not exist. Have you ever been lost? If so, the most important...
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Are Successful People Lucky?
Success is defined as the accomplishment of an aim or purpose. When it comes to your career, what factors lead to success? Is it education? Hard work? Or could it...
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Honesty + Leadership
Leadership is influence, and we each influence those around us. What type of influence would you like to create? Having a vision or purpose for life empowers actions to be...
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Being Human
If there is one nugget of advice that we should take away from 2020, it is to be human. It sounds like such a simple request, but is often lacking...
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What’s Next?
The new year has arrived, and the expectations are for things to be better than in 2020. That is exactly the forecast from most investment firms. Billions of dollars will...
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In Transit…
I placed the order on December 10, in plenty of time for delivery by Christmas. It shipped, by First Class Mail for $4.75, on December 11. When it had not...
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Leadership
Do you have leadership skills? No, I’m not just talking about the bossy girl on the playground. Whether you’re a small business owner, or a supervisor or manager, or have...
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How To Be Rich in 2021
There are times when you probably don’t feel rich, but most of us are richer than we think. It depends on who you are comparing yourself to. Most people who...
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They Say Necessity is the Mother of Invention
“Our need will be the real creator.” Plato’s Republic, c. 375 BC “The true creator is necessity, who is the mother of our invention.” Jowett’s loose translation, 1894 “I love...
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Americana in Aiken
I drive down a beautiful Southern lane shaded by live oaks and arrive at a small 5 acre family farm. There are chickens, laying hens, in a pen in the...
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‘Tis the Season to Prepare for Your New Year’s Job Hunt
The holidays are a season of hope, but they should also be a season of preparation if you are thinking of changing jobs in the new year. According to Monster.com,...
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How much do you know about employee benefits?
It is the time of year when employees make their benefit selections. Many of them do not know what they are selecting, but next year thousands of dollars will be...
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What Should I Do With My Money?
The point is that every person’s situation is unique, and there is hardly ever a cookie cutter answer to the question, “What should I do with my money?” This is...
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Celebrate Low Interest
There are a lot of reasons to celebrate today. Sure, we are in a pandemic and many people are divided by the who’s who in politics, but there are still...
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9 Financial Tips from a Wall Street Enthusiast
1. “Pay taxes on the seed, not the harvest.” When you invest in Roth IRAs and 401(k)s, you pay taxes on the money you contribute. Because you already paid the...
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Whose Market Is It?
Selling real estate during COVID-19 is difficult enough, but the increase in finicky buyers falling prey to buyer’s remorse has made this a most challenging year. A lot of buyers...
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Employee Engagement in a Pandemic
It seems like an oxymoron. While our teams worry about keeping safe, learn from home, work from home, and alternate schedules, how do we ensure that they remained engaged with...
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What’s In Your Wallet? | Thankful for 2020?
You can control both where your assets are invested and who you choose to take advice from. My favorite holiday is Thanksgiving. It is a reminder that regardless of our...
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The Economic Impact of Love on Finances
Trillions of dollars are being lost or mismanaged each year due to the lack of love in our society and within our families. This figure cannot be verified, but it...
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Change Leads to No Change
Buddy, can you spare a dime? Can you find a nickel in the couch cushions? Did you just roll up the pennies in your jar? If so, you might help...
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What’s Next?
What’s next has many answers, but they fall into two categories: the areas beyond our control, and those that we can control. We can control our planning and who will...
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Retirement Has Changed | It Isn’t What It Used To Be!
Most of our parents started working around age 20 and retired when they were 65. Because life expectancy was shorter, the average retirement typically lasted about 10 years. That means...
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The Future of Tax Rates — Storm or Hurricane?
Get House in Order NOW We desperately need some good news at this period in life. I have good news for now through 2025 which I will comment on below!...
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Facts for Life in 2020
One thing is for certain in life — it goes on. Whether or not a vaccine makes our world safer again, life goes on. The past months have been a...
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