<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=275610486160139&amp;ev=PageView&amp;noscript=1">
CLIENT LOGIN
802.846.1264
South Burlington, VT

Value Creation Blog

Josh Patrick

Recent Posts

Think About Life After Retirement

retirement-senior-couple-lifestyle-living-concept-PAG5Q2L

In the wealth management business we help lots of people like you get ready for retirement and then help you afford what you’ll need once you retire. You might have a hard time believing this… the financial part of getting you ready is easy. The hard part is making sure that you stay involved in life and enjoy your retirement once you get there.

Continue Reading

Topics: retirement planning, work after retirement, Saving for retirement, retirement remorse


What Would Happen If... A Magical Question

car-mechanic-listening-to-questions-from-PYW6BVT

Yup, that’s right… this is my favorite question and it should be yours too. Too often we come up with a negative answer for something when we just need to ask a question. The question I want you to ask is “what would happen if?”

Continue Reading

Topics: asking questions, curiosity, what would happen if?, being curious


Do You Have Balcony's In Your Life?

group-of-business-people-standing-on-balcony-M4BDCYQI’ve been thinking about where people start in deciding what they want in life. Too often I see those decisions start in the weeds and not looking from 20,000 feet or as I like to say, in the balcony.

Continue Reading

Topics: decision process, planning, strategy


Is Gratitude Part Of Your Daily Life?

overhead-shot-looking-down-on-woman-writing-in-34YCV8X

We spend too much of our time complaining about how life is. In reality, for most of us in the United States life is pretty good.

Continue Reading


Are You Willing To Die Well?

This is a question that we all need to ask ourselves? It’s also a topic that none of us want to think about or, take any actions about.

Continue Reading

Topics: wealth management, death, dying, rights and respect


Are You Living Up To Your Potential?

This is a question I ask myself regularly. The answer unfortunately is often no. I don’t know about you, but living up to your potential for me has been hard work.

Continue Reading

Topics: potential, burn out, Fun, energy


Is Your Life Fulfilling In Retirement?

I spend much of my time dealing with what’s called seller's remorse. This is when someone sells their business and then finds they wish they hadn’t. Besides seller's remorse, there’s also retiree’s remorse. Just like being unhappy after selling your business, you might become unhappy that you left your job.

Continue Reading

Topics: retirement, transitions, Seller's remorse, retirement remorse


Are Regulations Really Evil?

This is an opinion piece, and it’s not a political screed.

Continue Reading

Topics: safety, opinion, regulation


Take A Break - Your Life Depends On It

We live in a constant on world. My question is why we do that?

Continue Reading

Topics: vacation, longlife, taking a break, time off


Are You Willing To Be Brave And Wise?

I’ve been doing a lot of thinking about the concept of wisdom in our lives recently.  I think it’s something we probably think about more as we get older. It’s hard to have any real wisdom without also living a fairly long time.

Continue Reading

Topics: wisdom, curiosity, wise, knowledge


Subscribe to Our Blog

Subscribe to Our Blog

Most Recent