04 Aug 2017

Posted at 12:04h in The Friday Brief by

Circle the letters in the list below that best describe the financial planning process for you (please select as many as are appropriate). More time: Sailing, fishing, swimming, hiking, biking, walking, running, scuba diving, mentoring, tinkering, painting, crafting, cooking, gardening, stamp collecting, reading, writing, enjoying...

26 May 2017

Posted at 10:30h in The Friday Brief by
Just three weeks away from moving into our new office here in Raleigh, we've learned a lot of lessons about planning in a very hands-on sort of way. The hand-drawn timeline that we started with (thanks to our wonderful general contractor) appears almost laughable in hindsight, and yet if we hadn't begun there, it's likely that we would be three months away from move-in rather than three weeks.

05 Mar 2015

Posted at 19:44h in The Friday Brief by
If you knew there were things you could do today to improve your lifestyle both now and in the future, why would you wait? In fact, if you could see into the future to learn how much more wealth you might generate with just a few tweaks and adjustments to your current course to get you on an optimal course, would you act? After all, every day you wait has a compounding effect on your wealth improvement in the long run.