12 Markers Of Real World Financial Prosperity!

Posted by on Aug 19, 2013 in General | 0 comments

Maybe it’s true that having $1m+ isn’t as impressive as it used to be these days. But it’s still a measure that we continue to use as a marker of financial “arriving”.   What’s further interesting is that even in the midst of the “Great Recession” and its ongoing recovery, the numbers of people who […]

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Money Worries

Posted by on Aug 6, 2011 in General | 0 comments

With all of the news about spiraling federal debt, it’s natural that Americans are taking a hard look at their own situation, and it sometimes leads to worry–even for those who are relatively secure. Interestingly, my clients who have MORE cash in the bank often worry more! Funny, right? But it’s normal human nature…. You […]

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The quiet millionaire

Posted by on Oct 17, 2010 in General | 0 comments

If there’s one thing that this downturn has shown me, it’s that certain truths really are eternal. As I sit down and write this, Monday morning, I’m staring at mounds of proposed tax changes and a lot of tax “season” planning for my staff to boot…but after an incredibly restful weekend myself, I have an […]

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