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Three Big Non-Financial Retirement Mistakes

When planning for retirement it is important to consider non-financial factors and how they will impact your quality of life.  The three biggest non-financial mistakes are failing to plan for how you will find meaning, being unprepared for how retirement will affect your relationships and underestimating the emotional impact of this transition. Retiring is a […]

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Just Say NO!

Setting Boundaries by saying, “No” can be difficult for anyone.  You don’t want to hurt, upset or disappoint.  Learning to say no is hard but worth the effort.  Many of the professionals I have helped wished they had not taken on certain clients.  The client doesn’t take their advice, questions the bill, isn’t responsive; no

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Knowing What To Do is The Easy Part

Working toward a challenging and important goal is not easy even if you intellectually understand what needs to be done.  Clients have come to me after participating in expensive marketing courses tailored to their specific professions, such as financial planning, law or accounting.   These courses provided the essential tips, tools and techniques to attract more

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