3 Key Takeaways from “Abominable”

I don’t get out to the movies often but relish the few hours spent in a comfortable theater chair, sitting beside my two oldest boys.  Recently, my sons and I saw the movie Abominable and absolutely loved it.  This article explains my three biggest takeaways.

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How To Build Wealth Without Comprising Your Values

I’ve been pretty clear over the last year that my focus is helping parents build wealth in alignment with personal and spiritual values, but that is still pretty abstract.  This article explains how to actually build wealth without compromising your values.

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5 Ways to Build Wealth (Even as a Perfectionist)

Perfectionism is both a blessing and a curse. Money is only one measure of wealth. To build wealth as a perfectionist, you need a slightly different set of tools than everyone else.  

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5 Strategies to Move Beyond the Status Quo

There’s a lot to be said for maintaining the status quo.  It’s comfortable.  And familiar.  It is a great place to be when things are going well in life. 

But what if things are not going so well? 

I do not know your particular struggle today.  But I know you have one.  What are you going to do to fix it? 

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3 Ways to Invest with Your Values

There were two main reasons behind my early investing mistake: naivete and lack of diversification.  Now, as a more astute investor, I understand the importance of vision and values in financial decision-making.  This article shares three easy ways to invest with your values.

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When to Hire a Money Coach

If you’re a regular reader of this blog, you are likely familiar with the role of a financial advisor.  In this guest blog post, Melissa Tosetti of The Savvy Life explains the role of a money coach, types of money coaches, and signs that perhaps you should hire one.

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How to Become Financially Free

As we approach the 4th of July (Independence Day for Americans), what does financial independence mean to you?   

Many people think retirement and financial independence are synonymous.  They’re wrong.  

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For Richer or Poorer

We already dissected the vow “in sickness and in health.”  Let us turn to the financial aspect of marriage: for richer, for poorer. Money fights are the second-leading cause of divorce.  Let’s dive into why money is such a heated topic and how to communicate about money more effectively as a married couple.

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In Sickness and In Health

Uttering the words “in health” is simple.  “In sickness” is far more difficult when you must prove yourself with actions, not words.  Sickness is not confined to physical ailments; it can take many forms.

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Estate Planning Isn't Reserved for the Rich

Tragedies happen every day.  Every hour.  Every minute.  It’s impossible for us to predict the future.  But that doesn’t mean we can ignore the fact that death is one certainty of life. 

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What's Your Legacy?

When your time on earth is done, what do you want to be remembered for?  

This is a big question. And yet, it’s the reason why we’re here … Living. Breathing. Growing. Helping. Changing. Transforming.  

Our work is not done.  By work, I don’t mean your day job.  I’m referring to your higher-level purpose: How are you positively leading, influencing, or helping others?

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Leading Well at Home

Are you a leader? I’d argue the answer is YES if you’re a parent, regardless of your title at work. You must know and lead yourself well in order to lead others better. Self-leadership represents the foundation. Wonderful leaders need to assess their strengths and weaknesses, not just for their own success, but also to inspire others to greatness.

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Values as a Foundation for Success

According to Pope Francis in 2015, “the family is the fundamental locus of the covenant between the Church and God’s creation.” As parents, it’s our responsibility to model Christian living for others. Collectively, we can solve some of the world’s biggest problems but must start within our own families.   

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How an abundance mindset fuels growth

Are you a glass-half-full or glass-half-empty kind of person? When you think about the future, do you see limitless opportunities or multiple barriers? Be honest. Depending on your response, you either have an abundance or scarcity mindset.

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5 ways to maximize your charitable giving

I’ll never forget the time I stepped down from a junior board position.  It was a difficult decision because I supported the charity’s pro-life mission.  Yet fundraising wasn’t my area of genius, and my time was better spent with family.  Have you ever stepped away from a meaningful cause, instead opting to financially support the mission?

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4 ways to ease tax season stress

A new year is wonderful because it signifies a fresh start.  Then reality sets in.  Tax documents appear in your physical mailbox and email inbox.  If you’ve worked with a tax preparer in the past, you may receive an engagement letter this month.  You’re not the only one who is anxious about this upcoming tax season.  Here are four strategies to ease your tax anxiety.

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