As a parent, I am constantly trying to instill an “attitude of gratitude” in our children and the best approach is to model this attitude as much as possible along life’s journey. I always try to devote time for regular prayer and meditation but I am also adding a simple but formal gratitude journal to the weekly routine. As a financial planner, I know that I could do much more to encourage others to do the same. Continue reading “I’m Thankful For…”
Oscar Wilde once wrote “Life imitates Art far more than Art imitates life.” As though this statement needed any proof, my recent trip to a rental car agency proved to be a reenactment of a classic Seinfeld episode. Several months ago, I reserved a minivan in anticipation of a family trip to the West Coast. Upon arriving at the rental car agency, I was told that there were no minivans available. How could this be? They knew what I needed. They knew when I would be there. So why would they not have a car waiting for me? Continue reading “What’s the Deal With Car Reservations?”
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)”
