A Walk in the Woods Leads to Planning

A Walk in the Woods Leads to Planning

by | Dec 30, 2021

I kicked off my annual planning retreat with a walk in the woods.  The image that you see was taken just as a I entered the trail system at the end of our drive.  I gaze upon the majestic trees from my perch up on the hill at Copper Ridge often enough.  I feel...
Fear is Not Your Friend

Fear is Not Your Friend

by | Dec 1, 2021

“If you are distressed by anything external, the pain is not due to the thing itself, but to your estimate of it; and this you have the power to revoke at any moment.” -Marcus Aurelius “Fear is not your friend.  Making decisions in a state of fear will never serve...
National Role Model Month

National Role Model Month

by | Nov 3, 2021

It’s time to celebrate like you have never celebrated before. This is big; I mean really big. November is national Banana Pudding Lovers Month. Yes, that’s right. Banana pudding for everyone. You get banana pudding, you get banana pudding, and you get banana pudding....
Financial Security Starts with a Vision

Financial Security Starts with a Vision

by | Oct 20, 2021

What does financial security mean to you?  It is a very simple question, but everyone is likely to have a different answer.  I am not talking about the ad for the unnamed company that asks the pointless question, “What is your number?” like that means something.  You...
Retirement Security

Retirement Security

by | Oct 1, 2021

Are you concerned about your retirement? A recent poll suggests that more than half of Americans believe the pandemic has hampered their ability to have a secure retirement. More than one third are doing a retirement rethink, and more than two thirds believe they will...