Wednesday, August 29, 2012

Jeff’s Emotions & Money Reading List

Here are some of my favorites on the fascinating topic of emotions and money. If you are interested in exploring this subject, you will surely find something worthwhile and fun to read. I strongly urge you to try some of the exercises offered in the books. Self-learning really happens when you “do the work.” 

Sunday, August 26, 2012

Summer Bread Salad

This salad is best with some really ripe and juicy tomatoes. Unfortunately it seems it hasn’t been quite hot enough yet. I picked my tomatoes up a few days in advance and let them ripen a little on the counter. With that minor caveat, this is a favorite salad of mine and other family members as well. 

Wednesday, August 22, 2012

Inspired Not "Retired"

I wrote this article a couple of years ago, but I like the idea…looking at retirement from a perspective of an opportunity to reinvent our lives. But, it could also apply to how we are living right now. People "in transition" or those wishing life were different might find something worthwhile here. 

Inspired, Not “Retired”
“When I let go of who I am, I become what I might be.”
-- Lao Tzu

Monday, August 20, 2012

SAT/ACT prep for parents!?! Well yes. Better grades and test scores = easier to get funding for college. Free event in Corte Madera September 20th. I think you will find this extremely valuable!

Wednesday, August 15, 2012

What Does a Financial Planner Do?

In the “old days,” investors turned to stockbrokers for help with investing. Over the last 20 years a new approach to investing has emerged, replacing the stockbroker model. A key element of the change involves the role of the financial planner (notice that the title “stockbroker” has quietly slipped out of favor.) What’s the difference? Let me explain.