Category Archives: #wealth

Habits, Hunches, and Heuristics: Making the Most of the 3 H’s to Improve Your Decisions

Our unique DNA of decision-making is formed by a combination of what I call the 3 H’s (Habits, Hunches, and Heuristics). Develop a mindful process for choosing will improve your results.

3 Simple Steps to Make a Difference Today

Warren Buffett once famously said that “someone is sitting in the shade today because someone else planted a tree a long time ago.” Breaking that down, there are two critical messages that we can all take away from this. The first is that we need to think long-term and big-picture. We need to be “tree-planters”[…more]

How to Pick a Financial Advisor

You are at the stage where you want to build some wealth, and you know that you should be doing more with your money, but you haven’t yet started. Maybe you are not yet taking full advantage of your company’s benefits, you pay too much in taxes at the end of the year, or you[…more]

How to Choose Wisely for Your Healthcare

As we age, we use more healthcare services. We visit the doctor more, take more prescriptions, and generally spend more money than when we are younger. At the same time, we lose some cognitive capacity and our tolerance for risk. The net result is we are less capable of making important health decisions, when we[…more]

Watch Your Emotions to Improve Your Financial Health

woman sitting on a rock while her hand is on her head

Look to bring congruity between your heart and your mind to improve decision-making. And, watch your emotions!