The Year’s Last Days

The Year’s Last Days

by | Dec 24, 2023 | Blog, Featured

Here’s a simple idea for these last days of 2023. Many readers may not even get this until next year; you’ve already signed off, taking these last days to be with family and enjoy some well-deserved down time. But if you’re at your desk this short week, here’s...
The Season of Light

The Season of Light

by | Dec 4, 2023 | Blog, Featured

The holiday season is awash in light. Cities and neighborhoods, businesses and homes are festooned with a brightness that, at least for these few weeks, pushes back the longer nights, punching holes in the darkness. For people of Christian faith, the season of Advent...
Holiday Reminder

Holiday Reminder

by | Nov 25, 2023 | Blog, Featured

Thanksgiving, Black Friday, and Cyber Monday are all behind us. But then again, when Black Friday begins in early November, the shopping season seems more consuming now than ever! How do we maximize the next few weeks when engaging our clients? When I was active in...
Family, Stories, and Thanksgiving

Family, Stories, and Thanksgiving

by | Nov 10, 2023 | Blog, Featured

An often-overlooked insight into a client’s financial perspective bubbles up when asking about the family’s history.  “Tell me about home; where you grew up, your parents, and a couple of warm memories from your family of origin.”  When you ask that question, notice...
Connecting With Curiosity

Connecting With Curiosity

by | Oct 29, 2023 | Blog, Featured

Cats are curious creatures. Winston, our 11 year old Tonkinese, reverts to kitten status when we roll a ball across the floor or toss a toy mouse up in the air. He is innately curious; we activate that curiosity with a ball or toy. We of the human species are, like...
The Pause

The Pause

by | Oct 15, 2023 | Blog, Featured

In all candor, on any given day of the week, all of us are at mid-life — in the midst of the life given us – mindful of what is past but unaware of what may lie ahead coming at us as quickly as taking the next call. In these pre-holiday, mid-October days, what...