Financial Resilience

Almost every life transition has a financial impact—marriage, career change, estate planning or retirement—every milestone comes with important considerations. Whatever stage you’re at, we’ll provide tools and information about how to increase income, accumulate and protect wealth, prepare for retirement, and how to leave a legacy.

How Trump Will Affect Your Finances - Are you worried about how President Trump may affect your financial goals? Visit our website linked below to see a detailed video outlining exactly how Trump will affect your wealth. http://traffic.libsyn.com/theresilientprofessioinal/Video_Donald_Trump_Financial_Impact.m4a […]
Do You Have These Key Traits of The Wealthy and Successful? (PART 3) - I’ve worked in the wealth planning industry for over 30 years and over that time I’ve come to understand that there are some important precursor traits that financially successful people […]
Do You Have These Key Traits of The Wealthy and Successful? (PART 2) - I’ve worked in the wealth planning industry for over 30 years and over that time I’ve come to understand that there are some important precursor traits that financially successful people […]
Do You Have These Key Traits of The Wealthy and Successful? (PART 1) - Here’s the audio-only if you prefer that method of learning! http://traffic.libsyn.com/theresilientprofessioinal/Traits_of_Wealthy_Part_1.m4a In my over 30 years working in finance, I have noticed many patterns and trends in the individuals I have […]
7 Strategies That Will Make Your 2017 Extraordinary! - Welcome to this edition of the Take Charge of Change podcast. In the podcast, I will out- line seven strategies that will help you to plan for a great 2017. […]
Leadership Rooted in Resilience - Welcome to this edition of the Take Charge of Change podcast. In this podcast we are going to discuss resilient leadership. Leadership is rooted in resilient living. Great leaders demonstrate […]

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