Category: Personal
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Can I Be Honest With You?
Recently in a meeting with a prospective client, I made the comment, “can I be honest with you?” Once I said it and realized what I had said, I followed that up with letting them know I was already being honest and I would continue to be honest with them. What I was trying to…
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Skimming!
We are all confronted with issues in this modern tech age we live in. While some would not call a debit card a “tech” tool, there are many using technology to get what they want from that card and, more directly, from your account. This little email blurb was sent to me from a friend…
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Credit Report
We are again here at tax time and it is a great time to pull your credit report and see what is out there. Most of us are often too busy with life to really take the time to see what is going on with our information. Things could have been posted incorrectly to you…
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Living A Lie – Are You?
I happened to catch a few minutes of Rush Limbaugh’s program. A caller with a great memory was asking Rush if he had ever purchased the Lincoln Continental car he wanted many years ago. Rush shared that he had not and that “things had changed”.
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Are You Underway In This New Year?
We are now well into a new year. As I write this and have been coaching financial clients over the last few days, we are 49 weeks away from Christmas! I know that seems like a very long time, but that one point in time is one point that we can all see in the…
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There Are People I Can Not Help
Over the last couple of days our country, if only a small land portion, has been affected by a major storm. This storm, while small on the scale how hurricanes are measured, has had a major impact on the lives, property, and landscape of all that came in its path. In looking at the pictures,…