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Archive for the ‘Values’ Category

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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Secure Your Mask – Is Helping Your Children Ruining Your Retirement?

Posted in Budgeting, Kids and Money, Values, tagged , , , on November 17, 2010 | Leave a Comment »

When talking with baby boomer clients about their biggest challenges in recent years, there’s no surprise that adult children are often near the top of the list. For many baby boomers, adult children can represent one of their biggest expenses. This can manifest itself through increased gifting, helping with mortgages, rent, child care or other [...]

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What Makes “The Difference” in Money Success?

Posted in Values, tagged , , , , , , , on October 27, 2010 | Leave a Comment »

This summer I attended a conference in Boston and got an opportunity to meet with Jean Chatzky, someone that has been a financial literacy advocate for many years. Like me you may have seen her on NBC or Oprah in the past. In fact she helped put together the second national “Speak to your child [...]

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Making Good Decisions

Posted in Values, tagged , , , , , , , on August 25, 2010 | 2 Comments »

Part Four of my Four Fat Financial Fears! We are in the fourth and final fear after tackling topics of volatility, outliving our income, and getting organized. It’s time for our last installment; making good decisions in our finances.  I’m sure you’ve heard the analogies like “paralysis by analysis” or “decision by denial.” Yet I [...]

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Taking Your Temperature

Posted in Credit/Debt, Home Ownership, Values, tagged , , , , , on August 16, 2010 | 1 Comment »

Well the last couple of weeks have been interesting in the Baker household. One of the more interesting occurrences happened on a recent Friday afternoon. If you are familiar with Atlanta at all you can easily imagine what the interstates look like on Friday afternoon. So there I am cruising along Highway 78 on the [...]

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Making Values-Based Decisions

Posted in Medical & Health Issues, Values, tagged , , , , , , , , , , , on August 11, 2010 | 2 Comments »

Making decisions based on values is not as easy as I would like. I just finished two books that help you make decisions based on your values. Each of the books has a different approach, but the approaches are complementary. I recommend both books. Nudge:  Improving Decisions About Health, Wealth, and Happiness, by Richard H. [...]

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In Memory of ‘The Boss’

Posted in Charitable & Planned Giving, Estate Planning, Values, tagged , , , , on July 19, 2010 | 1 Comment »

Jim Leyritz. That name may not mean much to a lot of people but if you are a baseball fan living in Atlanta it means plenty. You see in the 1996 World Series it was Jim Leyritz who hit a three-run home run off of Mark Wohlers to tie Game 4. The Yankees went on [...]

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Seeking Alternative Realities

Posted in Education, Investments, Spending, Values, tagged , , , , , , , on July 15, 2010 | 2 Comments »

“I see things as they are.” I was disappointed when the workshop participant said that. Others may not see clearly but this gentleman did. His perspective and experiences did not color his view of the world—except, perhaps, to clarify his “correct” view of events. I was sure it would be hard to change his thinking. [...]

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Unsure of What to Do Next? Know Where You Stand in Your Financial Life Cycle

Posted in Financial Planning, Investments, Savings, Values, tagged , , , , , , on July 12, 2010 | 3 Comments »

Market volatility has led to concerns we may experience a lost generation of investors; a current Depression-era style generation that avoids the risks and long-term benefits of equity market investing. I too hear that concern with prospective clients, however I find these individuals fit into more particular groups than just young people. Many who are [...]

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