Journey

Deciding When to Decide

It’s been quite a week of client meetings, workshops and presentations.   Have observed how many people hesitate to make a decision or take action.  What has come to the surface is this – often times, decisions are not made because of fear the decision cannot be undone/updated or corrected. This prompted me to write […]

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Adulting

What is adulting, you ask?  The Urban Dictionary defines it for us.  Adulting (v): to do grown up things and hold responsibilities such as, a 9-5 job, a mortgage/rent, a car payment, or anything else that makes one think of grown ups. Why discuss adulting?  Knowledge is power.  Learning about various aspect of life as

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The Living Planner Advisory Perspective Series – Destination Sleep

The Living Planner Advisory Perspective Series presents questions to professionals each month.  We provide our readers with this information to help them prepare for meetings with professionals they may consider using to help them plan and prepare for life. This month, it is my pleasure to introduce Shawna Rose, the Founder of Destination Sleep in

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Journey of work, life, saving, spending and … retirement!

There is a new 72 page report out from JPMorganfunds.com entitled The Millennials I found referenced in Forbes this week.  The focus is on the journey from savings until retirement. After listing numerous challenges (student debt, global challenges for jobs and government pressure in the US to reduce “entitlements”), this is the line that spoke

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