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Have You Interviewed Your Prospective Financial Advisor

This certain scenario seems to play out every day across America, and it seems to nearly always create high anxiety and poor decision decisions. The scenario I’m referring to is when one either inherits a significant estate or recognizes that his or her wealth is now at a point where ‘going it alone’ is no

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Why Resilience is the Key to Success for Nonprofit Leaders

Leading a non-profit requires knowledge, experience, passion, compassion and hard work. But then why do so many leaders who apply these principles to their work often burn out? It’s because they’re missing another vital piece…resilience. According to the book “Resilience That Works: Eight Practices for Leadership and Life”, resilience means more than just bouncing back

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The Crazy (and Scary) Market Environment (Part 2)

This title appeared over my blog on March 24, 2020 and I’m using it again a little more than two years later as the S&P 500 Stock Index is down over 21% this year (as of 6/14/22).  A decline of 20% or more is called a “Bear Market”, but losing 18% doesn’t feel much better

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10 Summer Volunteer Opportunities in Orange County, CA

Summer is almost here and that means it’s time to start thinking about how you’re going to spend the next few months. While there’s likely to be plenty of time outdoors and time spent visiting family and friends, the summer also lends itself to many volunteer opportunities in Orange County. It’s a great time of

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Living a Richer Life

I tell people that my mission is to help more people “live richer lives”, which invokes their curiosity. Being somewhat unclear, they often ask, “What does that mean?” I’m always glad as this is one of my favorite subjects to talk about. While many wonder if they will ever find greater new roles for their

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Philanthropy for the Rest of Us: Age and Charitable Giving Benefits

You’re definitely not in Bill Gates’ league, but you do pride yourself on being a loyal supporter of one or more important philanthropic causes. You may have started small a number of years ago, but now days you’ve budgeted several thousands of dollars annually to support your favorite organizations. Likely, you complete this either with

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