Tis' the season for New Year resolutions. Like others, you may be thinking about goals you want to achieve in the new year. Goal setting is a powerful activity; shaping our dreams and giving us the ability to focus on the exact actions needed to meet the desired goal.
After years of acting as a trusted advisor to client’s life goals, we have a few tips on how to set-up your goals for success.
Recently a friend mailed me a postcard with a quote, "The more I know, the less I know." Isn't that the truth? Just because we’re no longer in school, it doesn’t mean our learning should slow down. Lifelong learning can help us...
At some point in life, most of us decide to downsize. The children have left the nest, the home office is closed for business, scrubbing...
There are a lot of financial aspects to consider as you look forward to starting a new job. Part 2 of this two-part series goes over a list of items to think through as you get underway with your new employer.
Whether you’re making a planned transition or have found yourself unexpectedly let go, it can be both exciting and daunting to change from one...
We challenge our clients to think through what retirement really means to them, and what passions or pursuits will further enhance their enjoyment in their encore phase of life.
Our approach and process helps our clients to identify goals or aspirations they may not have had the time to pursue while working. Getting clear about what excites you as you transition into retirement, actively pursuing those passions, and giving back by sharing your knowledge and experiences, can be unbelievably rewarding.
This week we’re highlighting Brian who uses his talent to benefit Habitat for Humanity.