by Jeannette Jones | Sep 25, 2019 | Budgeting, Financial Planning, Retirement
The song Once in a Lifetime sums up the way I believe many people feel when they get to a certain point in their lives. Time has passed, they made decisions – or avoided making them – and they find themselves living a life they aren’t so sure about. Or as Talking...
by Sarah Tenhundfeld | Sep 11, 2019 | Financial Planning, Investing & Markets
I love a good, motivational quote. You know, the kind you see painted on wooden signs in the home décor stores. I’m not talking about “live, laugh, love”, I’m talking about those quotes that put a little fire in your belly, the quotes that make you think about...
by Chip Workman | Jul 24, 2019 | Financial Planning, Personal Stories
A few weeks ago, I traveled to Pittsburgh for a weekend long board meeting for CISV USA, formerly known as Children’s International Summer Villages. CISV is an organization I’ve been involved with in one form or another since age 11 and have blogged about in the...
by Chip Workman | May 1, 2019 | Financial Planning, Personal Stories
Last week, my family traveled out west to visit my Dad for Spring Break. We were flying American Airlines, one of the primary carriers involved in the recent grounding of the Boeing 737 Max, which prompted me to check what kind of equipment our flights were scheduled...
by Jeannette Jones | Mar 13, 2019 | Effective Decision Making, Financial Planning
Last week the Wall Street Journal reported thrift shops and donation centers are being overrun by donations from people who have decided to KonMari their homes. For those who haven’t been exposed to the book The Life-Changing Magic of Tidying Up, Marie Kondo is the...
by taaginc | Feb 27, 2019 | Financial Planning, Personal Stories
“What is your height and weight?” “Tell me what medications you take.” “What exactly do you call your eye condition?” These are just a few of the questions posed to me recently by a colleague who was helping me apply for an insurance policy. It was his job to gather...
