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Saving for the Greater Good: The Benefits of Charitable Planning

It’s human to want to contribute to causes that mean something to us… during our lives, and perhaps after death. Charitable planning can benefit philanthropies as well as your own bottom line.

3 Things People Get Wrong About Personal Branding

It can be challenging to figure out how to represent yourself within the framework of a personal brand, deciding how you want to get noticed and how to communicate your personal platform.

The Worth of Sage Advice Part II: “Good, Better and Best” Advisor Value

We believe a financial advisor can bring value to helping you manage the wealth of your life. This article will cover why we feel most investors should find such an advisor versus going it alone.

How Having a Sense of Mindfulness Can Have Huge Implications on Your Career

This is something I’ve been working on for awhile, and I’m fortunate to have friends, fellow coaches and clients in my life who spur me to make this a more front and center part of my life.

Embracing Failures

My son requested a homemade birthday cake for his celebration this year. He wanted his special treat to be a yellow cake with chocolate frosting made by me.

3 Steps to Better Networking

Featured on Huffington Post

Networking is a great way to build your business. In fact, it's pretty much a requirement for small and medium business owners these days.

Three Reasons to Plan for Long Term Care

So much of our life is built around planning. We plan for big events like weddings, careers and the birth of a child. We plan for summer vacations, where we’ll celebrate the holidays and even what....

Why did the ALS Ice Bucket Challenge Go Viral?

Did you notice the uncanny urge for people to dump buckets of water over themselves the past few months? Various social media outlets were flooded with videos of Ice Bucket Challenge.

Recommended Reading: 5 Leadership Books I Love

Leading virtually (e.g., Skype, Instant Message) is one example of how leadership has changed for this generation. This is one of the insights in my Forbes Leadership post on Millennials and...

Brands Be Good, Do Good

How a brand brings its products and services to market matters more than ever before....

The Worth of Sage Advice Part I: “Obvious Man” Takes on the Wealth Advisor World

As financial advisors, we’ve got some serious skin in the game when we propose that there is great value to be had by turning to a financial advisor to help you manage the wealth of your life.

How to be a Successful Real Estate Agent

    Thirty years ago I surprised everyone, including myself, by becoming a successful real estate agent in San Francisco’s tough residential market during a recession, when inte...

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