As I sit down to write this, I just got off the phone with my mom, who moved to Australia …
Preparing for an International Move: 4 Questions to Help You Get Started
Moving from one neighborhood to another is a stressful endeavor. Packing, getting a moving truck, enlisting help for moving day, …
Our Brains, Mind Games & Investing
Our Brains, Mind Games and Investing Hosted by Kay Dee Cole, CFP®, RLP®, CeFT® and Kim Hall, CFP®, RLP®, GFP® …
Calming Market Fears: Shift Your Perspective
It is amazing how predictably irrational we humans can be! Our brains are subconsciously seeking certainty, especially as things become …
Financial Security: 5 Steps to Help You (and Your Loved Ones) Fight Fraud
How do you help fight against fraud? We’ve all heard heartbreaking stories of people losing their savings to scammers, or …
IRA 101: Retirement Savings Basics
Individual Retirement Accounts (IRAs) have been in the news a lot lately with the recent legislation changes, so it seems …
How to Set Powerful New Year’s Resolutions
New Year’s Resolutions – a beloved tradition when we decide on new habits to practice during this fresh year that …
Financial Planning Recommendation: Practice Gratitude
The importance of gratitude was recognized as far back as 54 BCE when author/politician Cicero claimed in a letter that …
Want to Make Better Decisions? Kick Decision Fatigue
I heard a report recently on how physician decision-making quality has been shown to decline after several hours on the …
The Key to Making Good Financial and Life Decisions
Have you ever wished you were better at making decisions? Me too, friends, me too. In fact, I wanted so …
