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Chip Conley: Expiring vs. Permanent Skills
I loved stumbling upon this article that distinguishes between expiring skills and permanent skills. Here’s an excerptRobert Walter Weir was one of the most popular instructors at West Point in the mid-1800s. Which is...
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Chip Conley: Midlife Doesn’t Live on a Map
Midlife is one of three life stages that “sprouted” in the 20th century. The word “adolescence” didn’t exist until 1904, when society realized that just because you hit puberty didn’t mean you were...
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Family Preparedness: Thriving With Cancer
How I transformed my mindset to maximize healing before, during and after treatment“I have bad news.” First time I heard those words, my heart skipped a beat. The second time was more of a kick in the balls, a mix of agony...
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Family Preparedness: Don't Let the College Process Overwhelm You
The college process can be overwhelming, especially for high school seniors and their parents. It is an exciting time, but it can also be stressful and daunting.With so much pressure to get into the "best" schools or the "dream"...
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Family Preparedness: Have the Money Talk With Your Child
It is important to have the dreaded money talk with your child when it comes to college. You must sit down with your child and talk about what you are comfortable contributing to their college costs. You want to ensure early on...
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Solo Aging - Eyes Wide Open
Solo aging: Eyes wide openAging comes to us all. What makes solo aging different is the need to be more proactive about arranging for help. Twenty-two percent of older adults acknowledge they will need to take care of themselves. (Even...
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About WFS: What to expect from a Certified Financial Planner, CFP®
About WFS: What to expect from a Certified Financial Planner, CFP®
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Family Preparedness: Five Steps to a Better Apology
We became interested in this topic after an office colleague reported on his frustrating parental week-end. The 13 year old daughter had a meltdown/tantrum argument with her mother. Dad...
Read MoreThe First Four Things to Do When Your Life is Changing
We all live with the normal continuum of change and then there are the big, life-changing events. It might be unexpected changes in health, relationships, and career that impacts life going forward. Some call them...
Read MoreCFP® – anticipate life ahead | CeFT® – figure out new territory
A CFP helps you anticipate your good life ahead. You lay out the life that you hope to live with the resources you expect to have. Each year you visit your plan to see how your savings, investments match your spending for your....
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2023 Financial Fitness Checkup
2023 Financial Fitness Checkup Now is the perfect time to look at various aspects of your life and develop a plan to improve your financial fitness. Below you’ll find a list of questions that may have an impact on your financial...
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Talking About the 2 Sides of Money With Widows and Other Clients in Transition
What’s Working Now: Take a measured approach with widows. Like others facing huge life transitions, widows are experiencing heavy anxieties that may cloud their decision-making. This advisor’s nuanced approach...
Read MoreFinancial Future Chart
What are the categories of responsibilities for a well organized financial life? What are the key skills that need to be developed over time? What tasks need to be addressed to increase stability and security? These...
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Are you a Modern Elder? A quiz.
Are you a modern elder? A quiz.As I learned at Airbnb at age 52, where I was twice the average employee's age,you can become an elder at virtually any age. A pro athlete, a software engineer, adigital marketing whiz kid, and a fashion...
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