Monthly Archives: December 2011

Charitable Giving = Fostering Abundance & Joy

Posted on December 29, 2011 by

The practice of sharing your resources with the less fortunate exists in all major religious traditions. I believe this is to ensure we don’t grow too enamored with our achievements and resources and ignore those whose circumstances are not quite … Continue reading →

Posted in Personal Finance with a twist | 5 Comments

Do We Have Financial Rites of Passage?

Posted on December 20, 2011 by

So much of society is reflected in rites of passage. Walking on fiery coals, Quinceañera or getting married are some examples. I met an interesting man a few weeks ago, Raymond Welch, who pondered whether we, as a society, have … Continue reading →

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What Are You Paying For Financial Advice & What Are You Getting?

Posted on December 12, 2011 by

Do you know what you are paying your financial adviser? What about your mutual fund manager? 401(k) administrator? The various shenanigans that took place on Wall Street (and with many a Main Street financial adviser) prompted a desire and demand … Continue reading →

Posted in Personal Finance with a twist | 3 Comments