I believe the title of this post to be a myth. In my business (financial services) I’m deluged with books, websites, videos, training programs, motivational quotes and memes, superstar mentor offers, mastermind groups, activity tracking spreadsheets, apps to kick my ass out of bed, and on and on. The drive for maximum this and killer […]
EVERYONE SHOULD PURSUE PEAK PERFORMANCE Read More »
Well, this is a solid myth, that’s for sure. Smart and ethical CPAs are recommending that their clients not just walk, but sprint away from the Memorandum Deferring Payroll Tax Obligation. Let me preface this by declaring that I’m not an attorney and that all of this is my opinion. But I can read and
MYTH : Trump’s Social Security Tax Holiday Will Help Employers and Their Employees Read More »
The title of this post is a possibility, that holistic financial planning can be fun! But in my experience that is almost, without exception, a myth. Because holistic planning involves frank discussions of the following not-so-fun topics: Death– I ask my clients to complete a Life Expectancy calculator. Approximate longevity is essential for Social Security
Holistic Financial Planning is Pleasant ! Read More »