Fostering Charitable Hearts

For those with a charitable heart, they know the secret: the very act of giving makes us happier.  As advisors, you have the great privilege of helping your clients discover how best to meet their philanthropic goals.  Helping to deepen their connection with their money, then direct it with soulful purpose is some of the most […]

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Gratitude

In the midst of the hustle and bustle of preparing for the holidays, we are also reminded how important it is to pause and reflect on our many blessings.  (A growing body of research indicates this practice has a tremendous influence on the quality of our lives—for an example, click here) As I reflect on […]

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Helping Clients to Prepare for Old Age with Meaning & Purpose

It is not uncommon for individuals to avoid thinking about growing old because it conjures up feelings of dread and anxiety as well as images of inactivity, sadness, and decline.  The truth is, however, that life can remain rich, satisfying, and meaningful throughout one’s lifespan.  Each life stage offers challenges, but incredible rewards as well.  […]

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The Benefits of Buying Time

Most adults are increasingly experiencing a time crunch.  The result is mounting stress and compromised health and vitality.  And yet, despite their best efforts, many individuals express frustration about not being able to bring tasks to completion or having enough time to focus on what or who is most important to them. Scientists have even coined […]

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