Common Traits of Financial Success (Part II)

May 12, 2014

In last week’s blog post, we took a look at some important factors that are often inherent in financially successful people. This list is by no means perfect, but these traits are characteristic of some of the most financially confident people that I’ve worked with in my career as a financial planner. (As a review, the first six traits that I discussed in the previous post were 1) purpose, 2 ) creativity, 3) courage, 4) willingness to act, 5) commitment, and 6) integrity.) Here are some additional traits that are important to possess along the journey to improve personal financial wellness: Continue reading “Common Traits of Financial Success (Part II)”

6 Common Traits of Financial Success (Part I)

May 05, 2014

Do you have someone special in your life that you’d like to give a financial planning shout out to? No, I’m not talking about someone you think could seriously use some financial planning help to get their money train back on the right tracks. I’m talking about a shout out to someone that helped shape your financial future in a positive way. It could be your parents, a friend, a teacher, or maybe even that special financial counselor or planner that was there for you when you needed some guidance. Continue reading “6 Common Traits of Financial Success (Part I)”

The Question That Will Determine Your Financial Success

December 19, 2013

I recently read this article about how the real question in life isn’t what you want. It’s what pain you want. We all have unlimited wants, but what are you willing to struggle for? What price are you willing to pay? Continue reading “The Question That Will Determine Your Financial Success”

Achieve Financial Success by Managing Someone Important – You!

June 10, 2011

At work recently I’ve been assigned something completely different than anything I’ve ever done before, so I’m doing a whole lot of training to learn some new things. This has been a test of “can an old dog learn new tricks?” The good news is that it looks like it’s possible! Continue reading “Achieve Financial Success by Managing Someone Important – You!”