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Let the Debate Begin: Waiting for Tax Reform Details

Now that your 2016 tax return is behind you, you might be thinking about how tax reform changes expected under the Trump Administration might affect you. We are expecting a big announcement tomorrow, but despite some advance hype of “massive” changes, we’re likely to get only minimal details. The tax code is 4,029 pages and […]

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Planning in the New Year

You all know I love to plan. The power of planning comes from setting your intention, and taking action to make it happen. It’s about dreaming, but it’s more about doing. Starting a new year is a perfect time to set your intention on how you want to affect the world outside your personal sphere. […]

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Talking Turkey, Talking Trump

This month my book club read Where the Right Went Wrong, E.J. Dionne Jr’s book about conservativism in America, a selection made long before Election Day, and back when we thought we’d be in a different place politically when we met to discuss it. One of our group told us how she was anxious about […]

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A Post-Election Note

Like me, you may have felt that the world would look different this morning (if we even woke up at all) after the results of the presidential election. And yet, the sun rose, the day began, and here we are. What we know after the election is that our country is seriously divided. As we […]

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Why I Love Tourists

Most people who live someplace even moderately interesting are likely to say they hate tourists. Tourists can be slow, plodding, don’t know where they are going. They drive too slowly and walk erratically. They gawk, mouths agape, and point at things. That they do these things is exactly why I love them. This past week […]

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Planning in One Page

Colleague and sketch guy extraordinaire, Carl Richards, has a new book called The One-Page Financial Plan. My work is all about organizing, simplifying, and getting clarity around what really matters for you, and a one-page plan sounded awesome. As I often do, I test-drove this process myself and here’s what my One-Page Plan looks like: […]

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Getting Kicked Out of the Tribe, Part 1: You’ve Struck it Rich

Congratulations. You’ve won the Google/Facebook/Amazon lottery. You got in on the ground floor of a successful company, you’ve worked hard, and it’s paid off. So what’s the downside? Unless your entire social circle consists of co-workers enjoying the same liquidity event, you will likely experience shifts in your Tribe. That group of people you depend […]

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Dearly Beloved, We Are Gathered Here

I’m adding to the already crowded blogosphere with the intent to explore the following question: how do we deploy our resources – financial and otherwise — in a way that makes us happy?  And how do we do this with eyes wide open to the distractions and detours that lead us astray?  It’s one thing […]

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