by James Beall | Jul 9, 2015 | Blog
Our latest client newsletter is now available: Summer 2015 Share:Click to share on Facebook (Opens in new window)Click to share on Twitter (Opens in new window)Click to share on Pinterest (Opens in new window)Click to share on WhatsApp (Opens in new window)MoreClick...
by James Beall | Jul 9, 2015 | Blog
Everywhere you go they want to see your drivers license, your social security number, your date of birth, your first dog’s breed or some other random fact about you. They want to identify you, quantify you, and determine your profitability to them. The main problem...
by James Beall | May 1, 2015 | Blog
There is a great article in the New York Times today dealing with the diminished mental capacity that can occur with our loved ones and with our selves as we get older. This is one of the things we work on with our clients as they get older. We don’t refer to it...
by James Beall | Apr 30, 2015 | Blog
Incentives matter and in the story I link to the woman clearly had an incentive to not fall and to be able to put her walker away. At her age a fall might very well be a death sentence. That would motivate most people. Yet, I know several people who later in life just...
by James Beall | Apr 21, 2015 | Blog
We are upgrading the website and are trying out new features and formats this month. A tweak here a tweak there, some cutting, some pasting, and a whole lot of editing will be going on. The site was mobile friendly before but we are implementing a few things that...
by James Beall | Jan 23, 2015 | Blog
If you are new to working with an advisor you may not be familiar with the value that they can add to your life. One of the things a good advisor will do is try to identify those opportunities you are missing or identify the things that are sabotaging your success....
