Recently I received an e-mail from a friend. You know, one of those “read this and pass it along” e-mails. Normally, I peruse them, get a good laugh or shed a tear and then send it to the trash bin. This particular e-mail, however, was about a UCLA study that showed the health benefits of having girlfriends. The...
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What is a New Year’s Resolution? If you think about it, it’s simply a goal or a dream that you hope to accomplish within a specific timeline – the New Year. When determining my New Year’s resolutions I decided to research why most people don’t keep them for more than a few months. I found that the same issues kept...
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Recently I met a dear friend for dinner. We try very hard to connect every couple of months but because of work, family, and life in general, we realistically only see each a few times a year. I enjoy getting together with her because we always have the most intense conversations that I refer back to for several days afterward. ...
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Recently, a very good friend of mine asked for my advice about returning to college to receive a degree after being out of school for over 30 years. She was struggling with the idea that she was too old (she’s 50+) and the cost for the investment was not worth it in the long run. As a professional in the financial industry the...
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As you navigate through life’s many challenges, you’ll need the support and guidance of professionals who understand your situation, values and short to long-term goals. You’ll need a team! A team that will partner with you every step of the way to make sure your personal, financial, and legal needs and concerns...
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We all know that at the completion of every big project or event the best way to find out what worked and what didn’t is to hold a “lessons learned” meeting. During a wonderful birthday dinner for a dear friend recently we discussed how valuable this tool is for all of life’s event’s. How many times...
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