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South Burlington, VT

Value Creation Blog

The Secrets You Learn When You Make Yourself Vulnerable

Where Does Empathy Fit Into Your Life?

You Have A Responsiblity To Share Your Wisdom

Learn About The Wonderful World of Wisdom

Two Words and Two Phrases We Need To Stop Using

Be A Finisher... Be A Winner

Without Purpose You're Just Wandering Through Life

How Long Do You Want To Live?

What Did You Love Long Ago That You Can Love Again

Speak Less - Listen More

Are You Ready To Live Be 100 Years Old?

6 Secrets You Need To Know For Successful Projects

Eleven Books You Need To Read Next Year

Stop Being Goal Obsessed, Your Life Depends On It

How Hard is it For You to Stay invested When the Market Goes Down?

Fast Ways To Help Your Children And Avoid Making Bad Financial Decisions

Be A Giver Of Knowledge

Be Brave... Share Your Wisdom

Lesson I learned From Bill Walton

Stay Curious, Stay Young

Protect Yourself From Declining Health Care With These Easy Tips

Want To Be A Creative Genius... Start With Small Changes

You Need To Learn To Be 10% Happier

Think About Life After Retirement

What Would Happen If... A Magical Question

Do You Have Balcony's In Your Life?

Is Gratitude Part Of Your Daily Life?

Are You Willing To Die Well?

Are You Living Up To Your Potential?

Is Your Life Fulfilling In Retirement?

Are Regulations Really Evil?

Take A Break - Your Life Depends On It

Are You Willing To Be Brave And Wise?

The Magical Secret Of Having A Personal Mission Statement

Are You Walking Your Talk?

Are You Bored? Learn Something New Today!

Before I Die...

Discover A Big Secret About Doing The Best You Can

The Surprising Truth About Sharing A Deep, Dark Secret

Are You Willing To Put Down The Phone?

Are You Willing To Take The Greater Than Yourself Challenge?

Do You Spend 30 Minutes On Yourself Every Morning?

Learn the Practice of Gratitude Today!

Your Social Security Primer

Are Your Final Wishes Being Threatened?

Are You Willing To Be An Expert At Your Life?

Are You Curious?

Maybe The Most Important Blog Post I've Ever Written

Does Financial Freedom From Your Business Always Seem Like It's Five Years Away?

Flash Notice: If You Want Business Clarity - Read This Entire Blog Post Right Now

Really, You Didn't Let Those Accidental Values In Did You?

4 Areas Of Profit You Need To Pay Attention To

Will You Make These Mistakes With Your Business Transition?

3 Things You Need To Do To Hire A Great Employer

Stop.....Watch This Video Before You Sell Your Business

Is It Time To Panic?

8 Books You Need To Read This Year

And You Thought Your Job Was Safe......

Time Proven Methods To Wise Investment Decisions

The Dangerous Truth About Goals

3rd Quarter Overview From Our Partner Assetmark

Introducing The Financial Freedom Project

The Truth Is Appreciative Inquiry Will Make Your Life Better

Introducing Your Willing Wisdom Opportunity

Are You Struggling With Retirement? - Video

4 Secrets To Retiring Earlier In Life

Some Second Quarter Commentary On The Markets

4 Random Thoughts About Your Wealth

Are You An Investor Or A Speculator....

7 Investment Disasters You Need To Avoid

The Real Reason To Have Health Insurance

How To Turn Your Hobby Into A Great Business

Your 5 Minute Retirement Planning Tutorial

When Pets Are Left Behind, What Will You Do?


Everything You Wanted to Know About Social Security and Were Too Embarrassed to Ask

Mindfulness Can Save Your Life.....Learn How

Who Else Wants To Know How Millenials Think About Money?

The Upside To Quitting and Learn About Passive Income

Why I Don't Use Actively Managed Mutual Funds

Habits Are Hard To Change

One Of The Most Ridiculous Articles I've Seen In A While

Do You Want Adult Children Or Do We Want Children Who Are Adults?

You Always Have To Pay Yourself First

Without Trust Nothing Happens

Key Tax And Government Numbers 2017

7 Investment Disasters and What You Can Do To Avoid Them

6 Reasons You Need Client Facing Planning

4 Reasons You Must Do Scenario Planning - Video

8 Ways to Add Wealth to Your Family

A Remarkably Simple Truth About Your Investments - Video

Who Makes The Investment Decisions In Your House?

Having Problems……Look for What’s Working

Thinking About Retirement….Lose The Word Retire

6 Things You Need To Tell Your Family Before You Die

6 Reasons You’re Lousy at Forecasting the Future

5 Reasons You Need To Do a Life Insurance Review

How Do Your Values Stack Up With Your Spouse

The Social Security Dilemma…..When Should You Start Collecting It?

8 Transition Issues You Just Might Face And What To Do About Them

3 Things You Need To Do Before Selling Your Business

There's Never Been A More Important Time To Share Your Will

A Guide To Setting Up Your Bucket System

A Short Primer to Help You Stay Invested

6 Questions You Need To Ask Before You Invest

Are You Saving Enough

5 Warning Signs Your Financial Plan Isn’t Working

Why You Need To Know About A Cash Balance Plan

The Glorious and Mysterious Secret of Goal Mapping

You Are On That Committee….

What Is A Fiduciary And Why Should You Care?

6 Common Risks That Can Ruin Your Retirement

8 Steps You Need to Take Before it’s Time to Leave

You Say You Want To Retire…Retire to What?

8 Transition Solutions You Can Use Today

Are You Outspending Your Assets?

A Theme Is Better Than a Goal

Business Owners Learn To Read Your Cash Flow Statements

The Horrible Side Effect of Retirement

Stop Telling Me What I Want To Hear

What Are You Doing About Managing Your Health?

A Financial Secret That You Probably Know

Boomers, Are You Ready For Retirement?

The 3rd Most Evil Word……

4 Amazing Secrets about Trust

5 Easy Ways to Handle Chaos from Life’s Transitions

11 Questions You Should Ask Your Investment Manager Before Hiring Them

Taxes, Taxes, Taxes - What You Need To Know When You Sell Your Business

Wrong Person Wrong Seat – Don’t Let It Happen To You

Business Owners - Do You Really Want To Work For Someone Else

Why Are You Grateful

Do You Make These Mistakes When Planning With Your Spouse

Boomers – There’s Never Been A More Important Time To Think About Retirement

What Everyone Needs To Know About Authenticity

The 5 Secrets Of Behavioral Finance You Need To Know

5 Cash Flow Strategies You Can Benefit From Today

Do You Know How to Value Your Business

The Real Reason You Want An Investment Advisor

Is Work/Life Balance A Good Idea?

Thinking Slow About Investments Trumps Thinking Fast

7 Financial Questions You Need To Answer Before leaving Your Business

Boomers - Do You Have Enough For Retirement?

The Surprising Secret Of Having Happy Customers

Are You A Curious Specialist

Avoid The Hazard Of Running Out Of Cash

You Need Win/Win Or No Deal

The Disastrous Results Of Not Saving For Your Retirement

5 Ways You’ll Profit From The Phrase Not Yet

Put Your Phone Away - Now

A Remarkably Simple Truth About Your Investments

Discounted Cash Flow Is Evil

What’s Your Red Velvet Rope Policy

Boomers Are You Ready To Simplify Your Life

Stop Lying To Yourself - Here’s Why You Won’t Delegate

Want To Retire…..Manage Your Education

Podcast - Philanthropy And Your Children

Case Study - The Best Way For You To Make Your Life Better

How to create magic with your big decisions

Podcast - Creating The Outrageous Sale

Pay Attention To Your Spouse’s Gut Feelings….They’re Amazing

Podcast - A Different Way Of Seeing Trusts

Some Free Advice For Rahm And The City Of Chicago

Podcast - Talk To Your Family

The Best Way To Find Out What Your Spouse Thinks About

Bad Things Happen……Are You Prepared?

Do You Want Your Customers To Love You?

Questions You Need To Ask Before You Invest

A Tale of Two Families

And You Tell Me You Don’t Have Time For Vacations..

Does An Entitled Child Keep You From Retiring?

Why Most Acquisitions Fail

Change How You Set Goals

Be Brave And Fulfill Your Customers Expectations

Do You Confuse Hope and Expectation?

6 Reasons You Won’t Delegate And How You’re Limiting Yourself

Are You An Investor Or Speculator?

Are You Safe From The Agony Of Running Out Of Cash?

Get Ready For Retirement By Planning Now

The Greatest Buy/Sell Plan Ever

How To Avoid Really Big Investment Mistakes

Don’t Be A Chicken. Start A Customer Advisory Board

Stop Making Dumb Decisions Now!

Don’t Waste Your Twenties

Finally An Excellent Solution To Leaving Your Business?

A Hidden Truth About Legacy

Have You Screwed Up Recently?

Is Your Job In Danger?

Is Your Business Going To Run Out Of Cash?

The Hardest Part About Saying No

Get Ready For Retirement By Planning Now

Be Smart, Put Your Family First

Are You Sabotaging Your Investments?

How To Charge Enough Even If You’re Scared

Finally A Solution About Dealing With Change

Do You Know How Buyers Look At Your Business?

Can We Really Trust Our Mutual Funds?

Do You Know What Keeps You From Connecting With Your Customers?

You Need Clarity In Your Estate Plan

5 Reasons Your P&L Lies To You

Are You Ready For Success?

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