The Resources Blog
Original reflections and practical guides on faith, confidence, leadership, financial wellbeing, and preparing for retirement.
A useful professional relationship should become clearer when you ask questions. When a financial decision feels important, it can be tempting to focus only on the proposed solution. Give equal attention to the relationship behind it: who…
Read the article : Before You Hire a Financial Professional: Ask About the RelationshipOwning several investments is a starting point for a question: how different are they from one another? Portfolio language can make an ordinary planning conversation feel more complicated than it needs to be. Three ideas are useful…
Read the article : Diversification in Plain English: What Is Inside Your Portfolio?The conversation about retirement begins with your life, not with the name of a fund. Choosing investments can feel like the central task of retirement planning. Before comparing products, it helps to understand what the money is…
Read the article : Retirement Planning: Seven Questions Before You Choose a PortfolioBefore trying to solve every financial question, set aside time to understand the month in front of you. A money meeting is a planned check-in with your finances. The purpose is to replace a vague sense of…
Read the article : Your Monthly Money Meeting: A Clearer Way to BeginPurpose can become clearer when we pay attention to the life already in front of us. Sometimes we imagine that growth will arrive with a dramatic sign: a new position, a clear invitation, or certainty about the…
Read the article : Faith in the Ordinary: A Weekly Practice for Your Next StepYou can practice speaking up before you feel ready for the whole conversation. A meeting begins, an idea comes to mind, and then the familiar hesitation arrives. What if I say it badly? What if everyone already…
Read the article : Find Your Voice: One Brave Sentence at a TimeGrowth does not ask you to be ashamed of the person you used to be. It can be tempting to tell a story of confidence as though an earlier, quieter self had to disappear. The old version…
Read the article : Honor Your Shadow: A Quiet Beginning Still Matters