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Just Don’t Do It! Learn to Say “No” to Reach Your Goals

Back in 2016, I read “How to Say No to Things You Want to Do” by Dorie Clark on hbr.org and it reminded me of a blog I read about cleaning out your work “closet” by prioritizing your work activities and putting them into “piles.” One of those piles is to “throw out” –...

How Financial Planning Helps Leverage Job Promotion

Our clients come to us often during career transitions. Let’s say you’ve just been named a Vice-President at your company and your salary package now includes equity-based compensation. Congratulations! This change obviously affects your income, but what about other,...

Partner up with a Planner for Financial Fitness

Around the holidays, people typically spend too much money and eat way too much junk food. Then January first hits and they vow to save their money and lose 15 pounds by giving up chocolate and working out 6 days a week! Saving money and losing weight (or variations...

50 BIG Ideas for 2019

I continue to catch up on my reading, with the pretty winter weather (yes snow is pretty when first falling!). Found an interesting article on LinkedIn entitled 50 Big Ideas for 2019 by Isabelle Roughol, a Senior editor at Linkedin. I enjoy these sorts of lists,...

4 Reasons to Accept Your Company’s Buyout Offer

Many companies offer employees a buyout package to encourage them to leave the company. This is generally done to encourage voluntary departures when the organization is looking to reduce headcount. These offers can cover employers across all levels of experience but...