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      15 Ways to Stay Connected with Your Grandchildren

      15 Ways to Stay Connected with Your Grandchildren

      6 ways to Create More Space in Your Life for Your Family and Friends

      6 ways to Create More Space in Your Life for Your Family and Friends

      How to Do a Hard Reset to Make Big Changes in Your Life Quickly

      How to Do a Hard Reset to Make Big Changes in Your Life Quickly

      7 Common Obstacles to Success and How to Overcome Them

      7 Common Obstacles to Success and How to Overcome Them

      Managing Money 101: Creating and Using a Budget

      Managing Money 101: Creating and Using a Budget

      How To Prioritize Your Money

      How To Prioritize Your Money

      Four Financial Rules You Should Reconsider

      Four Financial Rules You Should Reconsider

      10 Steps to Build and Maintain Meaningful Relationships

      10 Steps to Build and Maintain Meaningful Relationships

      9 Ways to Pick Yourself Up After Failing

      9 Ways to Pick Yourself Up After Failing

      Build a Life of Success

      Build a Life of Success

      How to Keep Peace in Your Family Through Financial Discussions

      How to Keep Peace in Your Family Through Financial Discussions

      Do You Value the Elders in Your Life?

      Do You Value the Elders in Your Life?

      For Greater Success, Focus on Systems Instead of Goals

      For Greater Success, Focus on Systems Instead of Goals

      7 Things Necessary for Success That Aren't Taught in School  

      7 Things Necessary for Success That Aren't Taught in School  

      14 Habits of Successful People Checklist

      14 Habits of Successful People Checklist

      How to Negotiate a Job Offer for Maximum Financial Benefit

      How to Negotiate a Job Offer for Maximum Financial Benefit

      Creative Strategies for Starting a Profitable Side Business

      Creative Strategies for Starting a Profitable Side Business

      Make Your Credit Card Work For You

      Make Your Credit Card Work For You

      Overcoming Obstacles

      Overcoming Obstacles

      Take Control of Your Finances With A 30-Day, Step-by-Step Plan [Checklist]

      Take Control of Your Finances With A 30-Day, Step-by-Step Plan [Checklist]

      Thinking Differently About Problem Solving

      Thinking Differently About Problem Solving

      Work or Stay Home With the Children? A Financial Perspective

      Work or Stay Home With the Children? A Financial Perspective

      Time Management Self-assessment

      Time Management Self-assessment

      Top Financial Concerns for Family Caregivers and Strategies That Can Help

      Top Financial Concerns for Family Caregivers and Strategies That Can Help

      8 Easy Strategies To Help You Get Through Difficult Times

      8 Easy Strategies To Help You Get Through Difficult Times

      Financial Habits to Pass on to Your Children

      Financial Habits to Pass on to Your Children

      Self Employed? How to Effectively Increase Your Hourly Rate

      Self Employed? How to Effectively Increase Your Hourly Rate

      Which Financial Habits Will Help You The Most During Retirement?

      Which Financial Habits Will Help You The Most During Retirement?

      Essential Steps for Setting Up a Trust Fund

      Essential Steps for Setting Up a Trust Fund

      Divorce or Loss of a Spouse: How to Overcome Challenges

      Divorce or Loss of a Spouse: How to Overcome Challenges

      Common Senior Financial Frauds and How to Avoid Being Taken Advantage Of

      Common Senior Financial Frauds and How to Avoid Being Taken Advantage Of

      How to Survive a Divorce Financially

      How to Survive a Divorce Financially

      6 Tips For Selling Your Household Items Online

      6 Tips For Selling Your Household Items Online

      6 Time Management Tips for Full-time Employees with Side Hustle

      6 Time Management Tips for Full-time Employees with Side Hustle

      Do These 8 Proven Strategies That Will Free You From Hopelessness

      Do These 8 Proven Strategies That Will Free You From Hopelessness

      Avoid These 8 Mistakes That Could Keep You From Getting Unemployment Insurance

      Avoid These 8 Mistakes That Could Keep You From Getting Unemployment Insurance

      Learn These Ten Money Rules For Success

      Learn These Ten Money Rules For Success

      6 Things You Can Do To Retire Earlier Than You Ever Thought

      6 Things You Can Do To Retire Earlier Than You Ever Thought

      5 Problem Solving Tips For Business Owners

      5 Problem Solving Tips For Business Owners

      No One Wants Money Arguments

      No One Wants Money Arguments

      10 Common Questions from Social Security

      10 Common Questions from Social Security

      Are You Worried About Elder Abuse?

      Are You Worried About Elder Abuse?

      The Secrets You Learn When You Make Yourself Vulnerable

      The Secrets You Learn When You Make Yourself Vulnerable

      Where Does Empathy Fit Into Your Life?

      Where Does Empathy Fit Into Your Life?

      You Have A Responsiblity To Share Your Wisdom

      You Have A Responsiblity To Share Your Wisdom

      Learn About The Wonderful World of Wisdom

      Learn About The Wonderful World of Wisdom

      Two Words and Two Phrases We Need To Stop Using

      Two Words and Two Phrases We Need To Stop Using

      Be A Finisher... Be A Winner

      Be A Finisher... Be A Winner

      Without Purpose You're Just Wandering Through Life

      Without Purpose You're Just Wandering Through Life

      How Long Do You Want To Live?

      How Long Do You Want To Live?

      What Did You Love Long Ago That You Can Love Again

      What Did You Love Long Ago That You Can Love Again

      Speak Less - Listen More

      Speak Less - Listen More

      Are You Ready To Live Be 100 Years Old?

      Are You Ready To Live Be 100 Years Old?

      6 Secrets You Need To Know For Successful Projects

      6 Secrets You Need To Know For Successful Projects

      Eleven Books You Need To Read Next Year

      Eleven Books You Need To Read Next Year

      Stop Being Goal Obsessed, Your Life Depends On It

      Stop Being Goal Obsessed, Your Life Depends On It

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

      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

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

      Be A Giver Of Knowledge

      Be A Giver Of Knowledge

      Be Brave... Share Your Wisdom

      Be Brave... Share Your Wisdom

      Lesson I learned From Bill Walton

      Lesson I learned From Bill Walton

      Stay Curious, Stay Young

      Stay Curious, Stay Young

      Protect Yourself From Declining Health Care With These Easy Tips

      Protect Yourself From Declining Health Care With These Easy Tips

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

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

      You Need To Learn To Be 10% Happier

      You Need To Learn To Be 10% Happier

      Think About Life After Retirement

      Think About Life After Retirement

      What Would Happen If... A Magical Question

      What Would Happen If... A Magical Question

      Do You Have Balcony's In Your Life?

      Do You Have Balcony's In Your Life?

      Is Gratitude Part Of Your Daily Life?

      Is Gratitude Part Of Your Daily Life?

      Are You Willing To Die Well?

      Are You Willing To Die Well?

      Are You Living Up To Your Potential?

      Are You Living Up To Your Potential?

      Is Your Life Fulfilling In Retirement?

      Is Your Life Fulfilling In Retirement?

      Are Regulations Really Evil?

      Are Regulations Really Evil?

      Take A Break - Your Life Depends On It

      Take A Break - Your Life Depends On It

      Are You Willing To Be Brave And Wise?

      Are You Willing To Be Brave And Wise?

      The Magical Secret Of Having A Personal Mission Statement

      The Magical Secret Of Having A Personal Mission Statement

      Are You Walking Your Talk?

      Are You Walking Your Talk?

      Are You Bored? Learn Something New Today!

      Are You Bored? Learn Something New Today!

      Before I Die...

      Before I Die...

      Discover A Big Secret About Doing The Best You Can

      Discover A Big Secret About Doing The Best You Can

      The Surprising Truth About Sharing A Deep, Dark Secret

      The Surprising Truth About Sharing A Deep, Dark Secret

      Are You Willing To Put Down The Phone?

      Are You Willing To Put Down The Phone?

      Are You Willing To Take The Greater Than Yourself Challenge?

      Are You Willing To Take The Greater Than Yourself Challenge?

      Do You Spend 30 Minutes On Yourself Every Morning?

      Do You Spend 30 Minutes On Yourself Every Morning?

      Learn the Practice of Gratitude Today!

      Learn the Practice of Gratitude Today!

      Your Social Security Primer

      Your Social Security Primer

      Are Your Final Wishes Being Threatened?

      Are Your Final Wishes Being Threatened?

      Are You Willing To Be An Expert At Your Life?

      Are You Willing To Be An Expert At Your Life?

      Are You Curious?

      Are You Curious?

      Maybe The Most Important Blog Post I've Ever Written

      Maybe The Most Important Blog Post I've Ever Written

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

      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

      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?

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

      4 Areas Of Profit You Need To Pay Attention To

      4 Areas Of Profit You Need To Pay Attention To

      Will You Make These Mistakes With Your Business Transition?

      Will You Make These Mistakes With Your Business Transition?

      3 Things You Need To Do To Hire A Great Employer

      3 Things You Need To Do To Hire A Great Employer

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

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

      Is It Time To Panic?

      8 Books You Need To Read This Year

      8 Books You Need To Read This Year

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

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

      Time Proven Methods To Wise Investment Decisions

      Time Proven Methods To Wise Investment Decisions

      The Dangerous Truth About Goals

      The Dangerous Truth About Goals

      3rd Quarter Overview From Our Partner Assetmark

      3rd Quarter Overview From Our Partner Assetmark

      Business Financial Planning is the Key to Financial Freedom From Your Business

      Business Financial Planning is the Key to Financial Freedom From Your Business

      The Truth Is Appreciative Inquiry Will Make Your Life Better

      The Truth Is Appreciative Inquiry Will Make Your Life Better

      Introducing Your Willing Wisdom Opportunity

      Introducing Your Willing Wisdom Opportunity

      Are You Struggling With Retirement? - Video

      Are You Struggling With Retirement? - Video

      4 Secrets To Retiring Earlier In Life

      4 Secrets To Retiring Earlier In Life

      Some Second Quarter Commentary On The Markets

      Some Second Quarter Commentary On The Markets

      4 Random Thoughts About Your Wealth

      4 Random Thoughts About Your Wealth

      Are You An Investor Or A Speculator....

      Are You An Investor Or A Speculator....

      7 Investment Disasters You Need To Avoid

      7 Investment Disasters You Need To Avoid

      The Real Reason To Have Health Insurance

      The Real Reason To Have Health Insurance

      How To Turn Your Hobby Into A Great Business

      How To Turn Your Hobby Into A Great Business

      Your 5 Minute Retirement Planning Tutorial

      Your 5 Minute Retirement Planning Tutorial

      When Pets Are Left Behind, What Will You Do?

      When Pets Are Left Behind, What Will You Do?

      Jpatrick@stage2planning.com

      Jpatrick@stage2planning.com

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

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

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

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

      Who Else Wants To Know How Millenials Think About Money?

      Who Else Wants To Know How Millenials Think About Money?

      The Upside To Quitting and Learn About Passive Income

      The Upside To Quitting and Learn About Passive Income

      Why I Don't Use Actively Managed Mutual Funds

      Why I Don't Use Actively Managed Mutual Funds

      Habits Are Hard To Change

      Habits Are Hard To Change

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

      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?

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

      You Always Have To Pay Yourself First

      You Always Have To Pay Yourself First

      Without Trust Nothing Happens

      Without Trust Nothing Happens

      Key Tax And Government Numbers 2017

      Key Tax And Government Numbers 2017

      7 Investment Disasters and What You Can Do To Avoid Them

      7 Investment Disasters and What You Can Do To Avoid Them

      6 Reasons You Need Client Facing Planning

      6 Reasons You Need Client Facing Planning

      4 Reasons You Must Do Scenario Planning - Video

      4 Reasons You Must Do Scenario Planning - Video

      8 Ways to Add Wealth to Your Family

      8 Ways to Add Wealth to Your Family

      A Remarkably Simple Truth About Your Investments - Video

      A Remarkably Simple Truth About Your Investments - Video

      Who Makes The Investment Decisions In Your House?

      Who Makes The Investment Decisions In Your House?

      Having Problems……Look for What’s Working

      Having Problems……Look for What’s Working

      Thinking About Retirement….Lose The Word Retire

      Thinking About Retirement….Lose The Word Retire

      6 Things You Need To Tell Your Family Before You Die

      6 Things You Need To Tell Your Family Before You Die

      6 Reasons You’re Lousy at Forecasting the Future

      6 Reasons You’re Lousy at Forecasting the Future

      5 Reasons You Need To Do a Life Insurance Review

      5 Reasons You Need To Do a Life Insurance Review

      How Do Your Values Stack Up With Your Spouse

      How Do Your Values Stack Up With Your Spouse

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

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

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

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

      3 Things You Need To Do Before Selling Your Business

      3 Things You Need To Do Before Selling Your Business

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

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

      A Guide To Setting Up Your Bucket System

      A Guide To Setting Up Your Bucket System

      A Short Primer to Help You Stay Invested

      A Short Primer to Help You Stay Invested

      6 Questions You Need To Ask Before You Invest

      6 Questions You Need To Ask Before You Invest

      Are You Saving Enough

      Are You Saving Enough

      5 Warning Signs Your Financial Plan Isn’t Working

      5 Warning Signs Your Financial Plan Isn’t Working

      Why You Need To Know About A Cash Balance Plan

      Why You Need To Know About A Cash Balance Plan

      The Glorious and Mysterious Secret of Goal Mapping

      The Glorious and Mysterious Secret of Goal Mapping

      You Are On That Committee….

      You Are On That Committee….

      What Is A Fiduciary And Why Should You Care?

      What Is A Fiduciary And Why Should You Care?

      6 Common Risks That Can Ruin Your Retirement

      6 Common Risks That Can Ruin Your Retirement

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

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

      You Say You Want To Retire…Retire to What?

      You Say You Want To Retire…Retire to What?

      8 Transition Solutions You Can Use Today

      8 Transition Solutions You Can Use Today

      Are You Outspending Your Assets?

      Are You Outspending Your Assets?

      A Theme Is Better Than a Goal

      A Theme Is Better Than a Goal

      Business Owners Learn To Read Your Cash Flow Statements

      Business Owners Learn To Read Your Cash Flow Statements

      The Horrible Side Effect of Retirement

      The Horrible Side Effect of Retirement

      Stop Telling Me What I Want To Hear

      Stop Telling Me What I Want To Hear

      What Are You Doing About Managing Your Health?

      What Are You Doing About Managing Your Health?

      A Financial Secret That You Probably Know

      A Financial Secret That You Probably Know

      Boomers, Are You Ready For Retirement?

      Boomers, Are You Ready For Retirement?

      The 3rd Most Evil Word……

      The 3rd Most Evil Word……

      4 Amazing Secrets about Trust

      4 Amazing Secrets about Trust

      5 Easy Ways to Handle Chaos from Life’s Transitions

      5 Easy Ways to Handle Chaos from Life’s Transitions

      11 Questions You Should Ask Your Investment Manager Before Hiring Them

      11 Questions You Should Ask Your Investment Manager Before Hiring Them

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

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

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

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

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

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

      Why Are You Grateful

      Why Are You Grateful

      Do You Make These Mistakes When Planning With Your Spouse

      Do You Make These Mistakes When Planning With Your Spouse

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

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

      What Everyone Needs To Know About Authenticity

      What Everyone Needs To Know About Authenticity

      The 5 Secrets Of Behavioral Finance You Need To Know

      The 5 Secrets Of Behavioral Finance You Need To Know

      5 Cash Flow Strategies You Can Benefit From Today

      5 Cash Flow Strategies You Can Benefit From Today

      Do You Know How to Value Your Business

      Do You Know How to Value Your Business

      The Real Reason You Want An Investment Advisor

      Is Work/Life Balance A Good Idea?

      Is Work/Life Balance A Good Idea?

      Thinking Slow About Investments Trumps Thinking Fast

      Thinking Slow About Investments Trumps Thinking Fast

      7 Financial Questions You Need To Answer Before leaving Your Business

      7 Financial Questions You Need To Answer Before leaving Your Business

      Boomers - Do You Have Enough For Retirement?

      Boomers - Do You Have Enough For Retirement?

      The Surprising Secret Of Having Happy Customers

      The Surprising Secret Of Having Happy Customers

      Are You A Curious Specialist

      Are You A Curious Specialist

      Avoid The Hazard Of Running Out Of Cash

      Avoid The Hazard Of Running Out Of Cash

      You Need Win/Win Or No Deal

      You Need Win/Win Or No Deal

      The Disastrous Results Of Not Saving For Your Retirement

      The Disastrous Results Of Not Saving For Your Retirement

      5 Ways You’ll Profit From The Phrase Not Yet

      5 Ways You’ll Profit From The Phrase Not Yet

      Put Your Phone Away - Now

      Put Your Phone Away - Now

      A Remarkably Simple Truth About Your Investments

      A Remarkably Simple Truth About Your Investments

      Discounted Cash Flow Is Evil

      Discounted Cash Flow Is Evil

      What’s Your Red Velvet Rope Policy

      What’s Your Red Velvet Rope Policy

      Boomers Are You Ready To Simplify Your Life

      Boomers Are You Ready To Simplify Your Life

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

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

      Want To Retire…..Manage Your Education

      Want To Retire…..Manage Your Education

      Podcast - Philanthropy And Your Children

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

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

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