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How Do You Define Family?

How Do You Define Family?

"Family" is typically defined as people who are related to you by blood or marriage. It includes your spouse, kids, parents, siblings, sister-in-law, etc. But my definition of "family" goes beyond tradition and includes others. My definition includes dear friends who...

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Are You in A Workout Slump?

Are You in A Workout Slump?

Are you having trouble getting off the couch? Find an event to motivate yourself into action and out of your workout slump. Most people are motivated if they have an upcoming vacation, especially a beach vacation. But if you have nothing planned, find something to...

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Start Your Day with Purpose

Start Your Day with Purpose

Do you jump out of bed in the morning, ready to start your day? OR Do you hit the snooze button and hide under the covers dreading a new day? You don’t have to be a morning person to start your day with purpose. I’m not asking you to wake up at 4AM or to have a...

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How to Encourage More Referrals

How to Encourage More Referrals

When someone sends you a referral what do you do? If referrals help your business, develop a process to keep them coming your way. Whether it’s from an existing client or a professional connection, make it a habit to thank your referral source. Is a text or email...

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What We Want for Our Children

What We Want for Our Children

When developing financial plans for parents, we discuss their priorities on what they want for their children. While providing basic needs is a given, most parents want their children to have more. They want to send their children to private schools. They want to...

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How Do You Define Family?

"Family" is typically defined as people who are related to you by blood or marriage. It includes your spouse, kids, parents, siblings, sister-in-law, etc. But my definition of "family" goes beyond tradition and includes others. My definition includes dear friends who...

Are You in A Workout Slump?

Are you having trouble getting off the couch? Find an event to motivate yourself into action and out of your workout slump. Most people are motivated if they have an upcoming vacation, especially a beach vacation. But if you have nothing planned, find something to...

Start Your Day with Purpose

Do you jump out of bed in the morning, ready to start your day? OR Do you hit the snooze button and hide under the covers dreading a new day? You don’t have to be a morning person to start your day with purpose. I’m not asking you to wake up at 4AM or to have a...

How to Encourage More Referrals

When someone sends you a referral what do you do? If referrals help your business, develop a process to keep them coming your way. Whether it’s from an existing client or a professional connection, make it a habit to thank your referral source. Is a text or email...

What We Want for Our Children

When developing financial plans for parents, we discuss their priorities on what they want for their children. While providing basic needs is a given, most parents want their children to have more. They want to send their children to private schools. They want to...

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