Monthly Archives: November 2011

I hope you had a wonderful Thanksgiving holiday. It is a traditional celebration of our individual and group abundance. I’ll share two experiences from the past week and relate them as cornerstones to financial planning. The Caughlin fire was significant … Continue reading →

There’s a saying that people don’t care how much you know, rather, they’re more interested in how much you care. It’s wonderful to be in a learning space filled with caring people. That’s why I attend an annual advisor conference … Continue reading →