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.Read More
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?Read More
Establishing and monitoring individual goals is hard enough. But I’m challenging you to an even greater task: goal-setting for the entire family.Read More
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.Read More
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.Read More
Maintaining an emergency fund of a few thousand dollars for true emergencies is great because it satisfies basic physiological and safety needs. But once you’re mentally able to move up the hierarchy of needs to psychological needs and self-actualization, you’re ready to build an opportunity fund. Saving for the future will seem far more enjoyable.Read More
Please sit back for a minute and take stock. Think about the greater purpose behind the holiday bustle – to show our love and appreciation for those around us who make the world a better place. Garbage collectors, postal workers, hairdressers, teachers, friends, and family members are common gift recipients.Read More
I attended a women’s leadership intensive in northern Wisconsin in mid-October, and one of the key takeaways from our gathering is this idea that I am enough. You are worthy of the gifts bestowed upon you. You have the power to make a tangible difference in others’ lives. You are wonderfully and perfectly made.Read More
There’s no question that physical, emotional, and financial health are intertwined. Financial concerns may trickle into other life domains: it is common to be more stressed, prone to health issues, and less engaged at work. My role as a CPA financial planner is to help families reverse that trend. You can live richly even if you aren’t yet “rich.”Read More
Seek work-life happiness instead. I had the honor of presenting this topic for discussion at the XY Planning Network conference in Dallas last month. Shout out to Alan Moore, Michael Kitces and the entire XYPN team for a great “unconferencey” conference!Read More