Full Resource List
We write on practical, thoughtful, well-sourced topics that apply to our clients written by David, Alishia and other humans--not AI.
Below is our full list of resources. Click on the tags in each post to see more on that topic.
Is a DIY Sabbatical for You?
A DIY Sabbatical as a planned break from work with full intentions to return after 1 month to a year, or more. These are often opportunities to focus on health and/or life experiences. While a year is not uncommon, it does require more planning to maintain financial and career goals
Pursuing "Enough" is Harder Than Pursuing "More"
Imagine you pass away and leave $75,000 in a bank account (approximately the median inheritance for the 50th-90th percentile of total wealth.) That sum represents money you didn't you didn't need to earn, right? Effectively, says author of 'Die with Zero' Bill Perkins, you worked for 'free'. I would add you might have missed out on experiences. You could have taken an amazing safari or two with that money!
How Will You Change Your Life?
“The Myths of Happiness” by Sonja Lyubomirsky explores how good and bad events affect our happiness and dispels some common held beliefs. Having come through my own tough life events, I opened this practice wanting to help people on a deeper level that considers what they really want in life.
Study Shows Money Makes Us Happier... Sort Of
In a perfect world, Financial Advisors would be in the happiness business, not the money accumulation business. What’s the point of money and security if it doesn’t lead to more well-being?