The Very First Step in Retirement Planning

The Very First Step in Retirement Planning

Since the beginning of your career, you’ve been encouraged to save for retirement. Even though retirement seemed far away, your employer gave you paperwork to complete when you were hired. The paperwork was regarding their employer-sponsored retirement savings plan....
Sometimes Silence Is Best

Sometimes Silence Is Best

When your friend’s spouse dies, the last thing they want to hear is that you know what they are going through. Actually, you don’t. Losing a spouse is different than losing a parent. It’s different than losing a pet. Even if your spouse died, your experience...
Why You Should Celebrate

Why You Should Celebrate

Do you take time to celebrate your accomplishments? Or do you quickly move on to the next item on your list? I’m in the latter category. Most of the time, I accomplish something and then move on. Unfortunately, I don’t take time to celebrate my...
Quit Using Text to Respond to Frustrated Clients

Quit Using Text to Respond to Frustrated Clients

When there’s an issue with your client, pick up the phone and call them. If your texts or emails go beyond two messages regarding a situation, take it as an indication that you need to call your frustrated client. When going back and forth via text or email,...
Before You Agree to Your Divorce Settlement

Before You Agree to Your Divorce Settlement

Going through a divorce is emotional. It’s also a large financial decision. While many focus on splitting assets, an extended analysis is needed to ensure you can afford your post-divorce lifestyle. Before agreeing to your divorce settlement, assess these key areas...