True Wealth-Your Monthly Budget

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) focuses on a cornerstone of any sound financial plan—income vs. expenses, otherwise known as---your budget.  Wise use of your dollars earned takes effort, but the rewards are worth it.  Consider implementing a few of the ideas listed in the article.  

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True Wealth - The Winds of Inflation-Breeze or Gust?

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) focuses on a “hot topic” in the economic world-inflation.

When the ‘talking heads’ cannot agree on whether this is short term or will have a bigger economic impact, how are the rest of us supposed to plan for it? This month’s article suggests that since financial planning is a proactive process the answer probably is—it depends. The column looks to clarify how you can use the opportunity to adjust your personal plan. Carpe diem—Seize the Day!

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True Wealth-Revisiting Your Plan

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) was written as a gentle mid-year reminder that even the best of long-term plans will need review and adjustments to stay on track.


Stay diligent in tracking your progress and celebrate your success.

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True Wealth-Retirement Road Trip

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) is based on using the same theme as the magazine’s message-Time for a ROAD TRIP. How many people do you know that are yearning to get away, to experience life again. I have talked about the power of the 5W’s in helping define a goal.

This month, let’s apply that technique as a tool to approach all of your retirement journey. 

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True Wealth- The Adventure Years

In this month’s column, Jeff focuses his message of his True Wealth perspective (a measure of life lived to the fullest with gratitude, wonder and planning) this month on the power of creating personal adventures.  Using a “diary of your life” concept consider the -you can’t take it with you idea….are you ready to focus on your own diary?

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True Wealth-Tax Strategies

Since 1955, Tax Day, the day on which individual income tax returns are due to be submitted to the federal government has typically fallen on or just after April 15. Tax Day was first introduced in 1913, when the Sixteenth Amendment was ratified. 


Preparation for tax filing is still one of the least enjoyed experiences we have, yet proactive tax strategies can add significant value to one’s future financial position.  This month’s article highlights a few ideas for your proactive approach to managing your financial future.

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True Wealth-Pursue it Means GO!

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) revisits the third concept of his action plan to build True Wealth- Pursue It. While the fear of failure can be paralyzing, Walt Disney may have said it best when he said “The way to get started is to quit talking and start doing.” If you have your dreams and have a plan…..make this the month to GO!
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True Wealth-Everything in Order

Take any sport you want and the philosophy that you can have the best game plan in the world but if you are not good at the basics—blocking/tackling for football, throwing/catching for baseball(softball) or stroke technique in swimming as examples, you are probably not going to win the game. Same can be said of the game of wealth accumulation. Certainly not the fun part of becoming financially successful but in this month’s article I wanted to motivate you to make 2021 the year you worked on the basics in your financial plan as a critical part of your financial TODO list. I hope that the ideas included in True Wealth-Everything In Order help you ensure that this important goal is completed.
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True Wealth-New Beginnings

Most people would welcome the opportunity to erase events in life that did not work out as well as hoped. As we all look forward to new opportunities in 2021 remember to keep your passion for planning/living the retirement life you want. This month’s article is written with the intent of helping to shake off the negative events of 2020 so we can all look forward, with positive attitude to the new people we will meet and new experiences that await us.
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True Wealth-Your Financial DNA

Genetic DNA makes each of us a unique person. Is it possible that we have financial DNA that guides our unique views about money? Understanding how and when your financial DNA developed can give you powerful insights to why you view your finances the way that you do. This month’s article will explore this concept and its impact on pursing True Wealth.
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True Wealth-The Longevity Blessing

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) is based on the undeniable fact that life expectancy is increasing—we ARE living longer! As baby boomers, NOW is the time to focus on the issue of longevity risk, or plainly said…..risk of outliving your money. The cost of personal care can go up significantly as you age. Are you prepared? Is your financial plan prepared?
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True Wealth-A Life of Lessons Passed On

In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) is based on the importance of sharing our life experiences with the younger generation, thus leaving a life legacy as well as a financial legacy. Get connected to the power of sharing your experiences with the younger generation to help them build perspective.
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