Posts Categorized: Personal Improvement

The Intersection of Health and Wealth (or, how well you live has a direct impact on how well you do!)

runner
This time of year, many resolutions focus on improving personal finances. A good financial plan is about your goals and dreams.  But is it also about your health? In a recent blog post on the Forbes.com website, our friend and fellow financial planner (who also happens to be a medical doctor) Ca...
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Are you old? Should there be a new term used?

active elderly bikers
Should today’s 70-year-old American be considered “old”?  How do you define that term these days?  Statistically, your average 70-year-old has just a 2% chance of dying within a year.  The estimated upper limit of average life expectancy is now 97, and a rapidly growing number of 70-year-ol...
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Advice for recent graduates: Start saving as a new “adult”

graduation
Since I started working in the financial planning industry in 2013, I heard many people say “I wish I had started saving earlier”. It may be too late for those people to start over, but we can prevent new “adults” from making mistakes by educating them and providing guidance. As a young a...
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Putting Off Fun is a Bad Idea

beach fun
If you’re like most people, you carefully put off doing something fun—like taking a trip or treating yourself—until you finished your work.  Of course, for most people the work never ends, and the fun gets put off, again (and again, and again…). The hidden assumption behind putting off f...
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How to Make Summer Really Count

lemonade stand
With summer vacation ramping up, you might be wondering how you will keep your kids or grandkids occupied all summer and not hear, "I'm bored!", constantly. Having children create their own fun activities has it benefits (and risks), but if you'd like to offer them some ideas, here are a few activit...
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Being Aware of the Handicapped

Beth on a Knee Scooter
As most of you know, I was out of the office for two months because I had a “drastic” bunionectomy.  I was lucky that I wasn’t in pain and I had a knee scooter so I could be quite independent in the house. However, when I was finally able to venture outside, I saw the world with different eye...
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Where to Find Happy People

kids jumping
Mark and I recently traveled to Bhutan to run in the Bhutan International Marathon (half marathon for me!).  “Where/what is Bhutan?” you ask? So glad you did! Bhutan is a small kingdom in the Himalayas (the size of Switzerland, bordered by Tibet to the north and India to the south, with roughly...
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What’s Your Love Language?

love heart pendant
After enjoying a wonderful Valentine’s Day with my wife, I was reminded of one of the best relationship books we’ve read together. It’s called “The Five Love Languages” by Dr. Gary Chapman and its premise is that people feel loved in different ways. Dr. Chapman makes the case that each of ...
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Six Steps to Better Habits

Good Habits
Chances are, you made a number of firm resolutions at the start of the year—and, if you’re normal, you may already be falling behind on some (or all) of them.  Is there a better way to stick to your sincere resolutions to get more exercise, eat better, floss more often, lose weight, and—every...
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Bucket List – Life Goals to Look Forward to

Bucket List
With the holidays being right around the corner and 2016 coming to an end, there’s no better time than now to think about your bucket list of goals and dreams you hope to accomplish in your lifetime. Believe it or not, you’re never too old to relive your childhood memories of writing to Santa or...
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