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  • Setting Priorities vs. Goals for the New Year

    Setting Priorities vs. Goals for the New Year

    For high achievers, or even moderate ones, the problem is less in setting good goals, as in finding the areas you can commit to that map to both the reality of your year ahead and the trajectory of your ambition. Priorities help.

  • Cut Spending Without Feeling “Pinched”

    Cut Spending Without Feeling “Pinched”

    That chill in the economy and air, may signal it’s time to think through your spending habits.

  • The Gift of Being “Behind”

    The Gift of Being “Behind”

    We are all behind in some way, which is a comfort when you feel you are struggling in isolation. Big personal, professional, and financial growth is not for the faint of heart, and there is no user’s manual toward meaningful success.

  • Healthcare Decisions to Preserve Wealth

    Healthcare Decisions to Preserve Wealth

    Medical debt is prevalent in the U.S. Nearly 1 in 10 (9%) owe at least $2,000, according to a recent KFF analysis, and 3 million owe more than $10,000. Here’s a simple opinion: You must get a handle on your plan for handling medical costs. Don’t wait until you have to figure it out. Start…

  • “It Depends”

    “It Depends”

    Integrated personal, professional, and financial decision-making is the best approach to establishing your focus each year. It may be that opening a Roth IRA is the best route for you. Or it may be you need a different path toward your goals, based upon your current situation, values, and goals.

  • 7 Tips for Persevering on Financial Goals

    7 Tips for Persevering on Financial Goals

    All great achievements come with a hidden cost: the waiting period to see the vision realized. The waiting period requires perseverance. We have to persevere in the midst of “false starts” and “painful groping.” Persevering is doing what we can today, so we can become someone who is capable of more tomorrow.