Tag Archives: success

How to Start Off 2017 Financially Clear and Confident

Welcome to 2017! If you are like many, you have come up with some New Year’s Resolutions, or goals, for the New Year. For most, money is at the heart of these annual goals, since they involve either spending money, … Continue reading

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Pole Pole! A Lesson from Climbing Kilimanjaro

Having just gotten back from climbing the highest mountain in all of Africa, I can say that the journey on Mt. Kilimanjaro taught me many lessons. What was the most important one? Set crazy, big goals that scare you and … Continue reading

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2017 Planning – Begin With the End in Mind

Fast forward in time to December 2017. Imagine yourself sitting alone in your favorite thinking spot. Looking back over the previous 11 months, what HAS to have happened for you to be happy with your progress in 2017? We’ve all … Continue reading

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The Fourth Step in Borrowing SMART

Once you have determined how much is available to you for borrowing on a mortgage (The Third Step in Borrowing Smart), the more critical step is now figuring out how much SHOULD you borrow. The fourth step to borrowing SMART is: … Continue reading

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The 3 Reasons Budgets Fail (and How to Help Your Children Succeed)

Each month we will continue to dedicate an article to helping parents raise financially responsible children.  Here are links to some previous posts: ; Kids & Money – FAQ  and Kids & Money – What is Your Child’s Financial Personality Type … Continue reading

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What Was 2015 All About?

What Was 2015 All About? If you had to sum up your year, what words would you use to describe 2015?  And how will you use what you learned in 2015 to make 2016 even better? For me, the first … Continue reading

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What Books Will You Read in 2016?

For many years I have based personal and business decisions on this philosophy: “Who you are ten years from now will be a result of the books you read and the people you spend time with.” This quote is an … Continue reading

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Are You Playing the Net Worth Game?

Too many people are playing the wrong game with money. I have devoted my career to helping home buyers and homeowners make smarter financial decisions to achieve their short and long-term goals.  I’ve become a student of cash flow and … Continue reading

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Inspiration for Motivation

Sometimes we need some motivation.  There are times we are too caught up in the minutia of our day-to-day work and lives that we forget to be excited about the opportunities around us.  I make it a point to attend … Continue reading

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The House versus Home Conversation

One of our favorite discussions to have with new clients is what we call “House versus Home”. It goes like this: “When you hear the word ‘home’, what words comes to mind?” Clients typically pause for a minute before beginning … Continue reading

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