4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?

2 mins read

Quinoa Pasta Salad [Gluten-Free]

Happy New Year, my friends!May this year be filled with happiness, joy, prosperity, health and an abundance of love. Enjoy the positive vibes that a new start brings and keep your heart open to possibility. Remember that all of your dreams are within reach, and that everything is possible. Today, I offer you a healthy pasta salad recipe that is perfect to make ahead and keep in the fridge for when you need something …

8 mins read

What is Your Money Type?

Do you know your money type? Knowing this simple piece of information is the first, HUGE step in your financial healing. Why? It will help you: To better understand your current relationship with money. To illuminate which financial habits are and are not working for you. To point yourself squarely in the direction of healing. The Nurturer, Warrior Princess, Martyr, Oppressor, MaterialGirl, Under-Spender, Creative Spirit, Timid, Clueless, and Alchemist. (Its perfectly normal to …

3 mins read

Hillary Clinton: “You Can’t Take Criticism Personally, But You Should Take It Seriously”

I was surprised to hear that former First Lady and Secretary of State Hillary Clinton would be addressing a room full of marketing professionals in San Francisco this week. But that didn’t stop me and thousands of others from descending upon Moscone Center to hear what she had to say.In her address at software company Marketos Marketing Nation Summit, Clinton explained how she sees digital marketing driving innovation today, and how it …