Tag: blog

Managing Money in Changing Times

| Financial Planning

You have likely heard the expression, “the more things change, the more they stay the same.” We believe this to be true in the world of finance as well. Of course, there are always idiosyncratic differences with every passing day. The rain today might be a bit heavier than it will be tomorrow. This November ...

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Not all Goals are Created Equally

| Tools, Talks & Resources

According to Irene Nizzero, not all goals are created equally. In fact, Irene, who is a certified coach, teacher and presenter on themes related to human resilience and flourishing, very rarely uses the word “goal”. “I prefer just about anything else,” she says. “I would like people to eliminate the word from their vocabulary because ...

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Talking About Money – Simple Tools to Help Start the Conversation.

| Tools, Talks & Resources

As an award-winning marketer and communications strategist, Sandy Gerber firmly believes that while talking about money is important and necessary; many people don’t always know where to start. “It’s about the conversation,” she says. “Connecting with others is easier when your message connects to your listener’s emotional needs.” “It’s about the conversation.” Sandy, whose mission ...

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