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Getting Things Done for Personal and Financial Planning Success

It seems like everyone is always busy, but are we getting everything done that we set out to accomplish each day?  Being busy is not the same as being productive. Being productive involves prioritizing our tasks, being flexible, and delegating to complete the...

10 Ways to Do Good: Expand Your Financial Planning Thinking

I had the opportunity a while back to hear Laura McKnight, co-founder of Mulberry South, and formerly the CEO and president of the Greater Kansas City Community Foundation present some interesting facts about philanthropy in the United States. Ninety percent of U.S....

4 Reasons Why it’s Good to be Grateful

With Thanksgiving nearly upon us, it’s time for us to give thanks.  Did you know that showing gratitude is good for both your mind and body?  There is a growing body of research about the power of positive psychology on people’s health, and a big component...

Partner up with a Planner for Financial Fitness

By Jamie Bosse 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...

6 Tips to Live Within Your Means

By Jamie Bosse Know what your means are:  It is difficult to live within your means if you don’t know what your means are.  Make sure you know exactly what is coming in and what is going out every month.   If your salary is $100,000 a year, that doesn’t mean you get...