Retirement Expectations

Retirement will trigger changes in every area of your life.  As you anticipate and prepare for this stage of life, you are likely to look forward to certain changes and to dread others. In fact, it is not uncommon for individuals to experience many ambivalent feelings towards retirement because of the significant transitions they anticipate. […]

Fresh Perspectives & New Resources To Guide Your Giving Decisions

  Regardless of how or where we choose to give, most of us would like to feel confident that our financial donations are being used wisely.  Thanks to technology and some out-of-the-box thinkers in the social sector, we now have a bevy of new tools at our fingertips and excellent educational resources that will guide […]

Kids Need Money Mentors

With the level of consumer debt skyrocketing and the cost of housing, education, and health care increasing at double-digit rates, younger generations are facing unprecedented challenges to achieving economic security and financial independence.  Therefore, helping our youth to learn effective money management skills, and to adopt good financial habits and attitudes, is more important than […]

More Than a Will: Estate-Planning Must Do’s

The tabloids are full of stories about celebrities who have passed away without wills or other end-of-life documents in place. From Elvis Presley to – most recently – Prince, celebrities often break this cardinal rule of financial planning, leaving their families to divvy up their assets. But celebrities aren’t the only people who should have […]

Increasing Happiness Is A Matter Of Intention

For many years, the prevailing theory was that individuals have a genetically determined happiness set point. In other words, scientists believed that each person could temporarily experience more happiness (depending on circumstances, relationships, and life events), but would then slide back to his or her “pre-programmed” set point. In fact, less than two decades ago, […]

Successful Aging Requires “Whole Life” Planning

We often equate preparing for old age with achieving the financial security needed to sustain us throughout life.  However, a truly successful and fulfilling aging experience requires planning and preparation in all areas of life. Financial planning is indeed important, but money alone cannot “buy” happiness, good health, meaningful relationships, and purposeful activities.  In The […]

Listening To The Wrong Money Messages

For many of us, managing our finances and building economic security is a nagging concern.  We know we should be making greater strides in taking control of our money matters, but nothing changes.  What keeps us from achieving the financial peace and satisfaction we desire? One of the main obstacles to financial freedom is listening […]

The Soup Pot

The Soup Pot By Ethel Marbach   Once upon a time there was a great commotion in the kitchen by certain vegetables who could not get along with each other.  All day long they muttered and grumbled, and when they did not mutter and grumble, they sputtered and mumbled.  Soon the sound of the bickering […]

Lessons from Geese

Lessons from Geese By Milton Olson 1. As each bird flaps its wings, it creates an “uplift” for the bird following. By flying in a “V” formation, the whole flock adds 71% greater flying range than if the bird flew alone. Lesson: People who share a common direction and sense of community can get where […]

Intrinsic’s Dream in Motion

“Dream lofty dreams, and as you dream, so shall you become. Your vision is the promise of what you shall one day be; your ideal is the prophecy of what you shall at last unveil. The greatest achievement was at first and for a time a dream. The oak sleeps in the acorn; the eagle […]

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