Posts

New Year – Now What?

Happy New Year! It's 2019. Cheers! Here's to the New Year and New Beginnings! For some of us, we stayed up til midnight to see the New Year come in, and others stayed up to make sure that the old year went away! Each year we have…

Change is in the Air

Tax change, that is. My last post went through the basics of your tax return. I want to stick with the tax topic for one more week to give you a quick guide to understanding how the new tax laws will impact your 2018 tax return. Remember,…

Be Where You Are

2018 is two months behind us and many of our new year’s resolutions have already fallen by the wayside. The luster of the new year and the anticipation of the possibilities in front of us may have been washed away with the rain, snow and gloom…

What’s Your Story?

I just finished reading a lovely book about the magical Waverley women*. If you are a Waverley, you are odd but have a talent that borders on the magical. The Matteson men in the story are prominent business leaders while the Young’s are known…

Finish Strong!

2017 is flying by! Today as I write this, we enter the 4th quarter of 2017. How is it going? For me, each quarter is a transition point, a signpost to acknowledge that time is passing, and I need to pay attention. As I have written in the past,…
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Spring Forward

I was honored to speak at Lori’s WOYN Breakfast Series on April 28 and so enjoyed my time at the Commerce Club with all of the ladies who were able to attend. (If you have not attended one, take a look at the upcoming schedule and see if you…
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When is the last time you checked your Integrity?

It describes a person who is integrated, blended into a whole, as opposed to a person of many parts, many faces, many disconnects. James Stockdale from Thoughts of a Philosophical Fighter Pilot I love this description of integrity. We (or…
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What are you are passionate about?

Last week, I talked about a different definition of generosity which involved having a giving plan which is “premeditated, calculated and designated.” So, I am moving in the direction of premeditation as a first step to creating a formal…
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Generosity Is Not a Feeling

That is a quote from Andy Stanley who is a pastor, writer, and speaker in Alpharetta. I recently attended a conference for financial planners, and he was one of the speakers. That statement really hit me because my acts of generosity are definitely…

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