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Year: 2014

Follow Scrooge’s Path to Financial Well-being

Watch this video on YouTube Last week we discussed the most important step of changing a problematic financial behavior: becoming willing to admit that changing the behavior is important and to seriously contemplate the change. Ebenezer Scrooge in A Christmas Carol...

It wasn’t all play!

Honestly, we did work for most of the day at our quarterly strategy meeting held last Friday at Deer Mountain…but we failed to take any pictures of the work!  We did, however, get a chance to play for two hours in the afternoon when the work was done.  Of...

Financial Wisdom and Change From Ebenezer Scrooge

Watch this video on YouTube For me, the Christmas season doesn’t seem complete without Charles Dickens’s A Christmas Carol. I’ve long been captivated by the transformation of the cold-hearted and calculating Mr. Scrooge, the seemingly inherent...

Good Health for Happy Retirement Article Quotes Sarah

If you want a comfortable retirement, start now—to prepare financially, of course, but also to take care of your health. This is the premise of an article published in New Retirement on December 9. The article, “Retirement Planning: Focus on Health Not Wealth...

Investment Success Based on Client Behavior as well as Portfolio

Watch this video on YouTube There’s an essential aspect of investing that, most likely, neither you nor your financial planner have been trained to see: Your long-term financial success is based less on the structure of your portfolio than it is on your ability...