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)”

When Good is Not Good

July 12, 2010

Image courtesy of pjern/Flickr

Once a week the employee surveys from the financial helpline and the ‘ask a planner’ meetings come in and I always feel like a 5^th grader waiting for my report card. This week’s report showed one of my surveys had several “goods” on some of the questions instead of “very good” or “excellent” which brought my grade down to a “B” on the report card but to tell you the truth, it truly feels like an “F.” It is a shock to the system. You want to know why? Because I gave my all (or thought I did) on that call. I remember the guy.