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Archive for the ‘Values’ Category

This Holiday Season, Ignore the Relatives

Posted in Values, tagged , , , , , , , on December 9, 2011 | Leave a Comment »

‘Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We reconnect with those we see often and long-lost relatives alike. Reliability has become an evasive event in the busy world we live in today. In the craziness and uncertainty of our day-to-day [...]

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Top 10 Reasons I’m Thankful

Posted in Values on November 21, 2011 | 1 Comment »

I’m thankful that I’m not a turkey! I’m thankful that I have the gift of sight so that I can see the changing of the leaves and my little girls play in them after they have been raked up. I’m thankful that I have family and friends to visit during the holidays and know that [...]

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Reflections on Priorities – Get Ready for the Holidays Now

Posted in Values, tagged , , , , , , , on September 21, 2011 | Leave a Comment »

On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel with society. The morning was spent as I imagine many of you spent it, watching the coverage from New York, Washington & Pennsylvania. It was an important time to reflect on the [...]

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What’s Your Dream?

Posted in Budgeting, Financial Planning, Values, tagged , , , , on January 17, 2011 | 4 Comments »

As I sit here in the frozen tundra of Atlanta, my mind whirls from the events of the last few days and the week ahead. A murderous rampage in Arizona, a snow and ice storm that brings a great southern city to a standstill for an entire week, a memorial that rallied our country and [...]

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Start the Year like a BCS Champion

Posted in Budgeting, Financial Planning, Values, tagged , , , , on January 10, 2011 | 3 Comments »

It’s here. One of the most important days of the year for the sports fan. Tonight of course, we will know who will be able to claim the title to college football’s national championship for the next year; and what school students, staff, alumni, and fans will be able to boast about their victory for [...]

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New Year’s Resolutions

Posted in Budgeting, Values, tagged , , , on January 5, 2011 | Leave a Comment »

I think most of us start each new year with the highest of hopes for being our best person going forward. We may have looked back and seen that we have not lived up to who we want to be and how we want to live. So, we thoughtfully resolve to be different in the [...]

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A New Year’s Resolution for Congress

Posted in Values, tagged , , , on January 4, 2011 | Leave a Comment »

It is said that the tradition of the New Year’s Resolution goes back to 153 B.C. when Janus, a mythical king of early Rome was placed at the head of the Roman calendar. The Romans named the first month of the year after Janus, the god of beginnings and the guardian of doors and entrances. [...]

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A Manger Not a Mansion

Posted in Charitable & Planned Giving, Values, tagged , , , , , , , on December 20, 2010 | 1 Comment »

I think old Andy Williams had it right when he sang “It’s the most wonderful time of the year.” People seem to be more neighborly. Good moods abound. The children get all excited with the anticipation of a visit from jolly old Saint Nick. And who could forget the classic we all learned as children, [...]

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My Mea Culpa to CNBC

Posted in Investments, Values, tagged , , , , , , on December 15, 2010 | Leave a Comment »

I have a confession.  I’ve been pretty hard on CNBC, especially over the last few years.  When Jon Stewart of Comedy Central’s The Daily Show skewered Jim Cramer, Rick Santelli and the like on his program following the market downturn, few took more joy in watching. But I am nothing if not a planner that [...]

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The Best Holiday Card Ever…An Ethical Will

Posted in Estate Planning, Values, tagged , , on November 24, 2010 | 5 Comments »

It’s that time of year where we all get a little crazy with endless holiday activities. In thinking of this article I thought you might now have the chance to take a little time and write a personal card to the ones that matter most. My hope is that you can take the time to [...]

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