The Next Chapter E4 with Holly Winklejohn Discover life lessons from horse training and how clear communication in the arena mirrors success in financial advising and personal growth.
What Joshua Trees Teach Us About Resilient Stocks It’s the oddest tree I’ve ever seen! It looks like it is straight out of Dr. Seuss’ The Lorax. Its […]
How Your Health ACTUALLY Impacts Your Financial Future In our house, health isn’t just something we talk about—it’s something we live. Kristen and I make it a priority […]
Family Values Recently, a group of young advisors at the office asked me to speak to them to “impart the wisdom I […]
Back to School We Go After a summer of blistering heat (at least in Florida), the calendar is somehow turning to August, College Football is […]
Maximize Your Employee Assistance Program to Make 2024 Your Best Year Yet! My mission continues, my friends! If you missed my last post, 2024 Guide to Maximizing Employer Retirement Benefits: Don’t Leave Money […]
Gilda Radner, We Miss You Some months I sat down to write to you and found myself all excited and thinking, “Oh, boy! I’ve got […]
2024 Travel Plans It’s March. How are your travel plans shaping up for this year? If you are like me, uhm, well, I […]
New Year’s Intentions The start of a new year has many making resolutions: losing weight, working out, saving money, or paying off debt. […]
Gotcha Politics For some time now, and more recently to a much larger degree, “gotcha” politics has become popular. Gotcha politics can […]
We’re Debt-Free!!! This is a picture of two people who ate many more meals at home than in restaurants; who gave up […]
Why are things so complicated? I recently read the following quote from Richard Branson: “Complexity is your enemy. Any fool can make something complicated. It […]
