“Success comes from knowing that you did your best to become the best that you capable of becoming.” John Wooden
Through a different lens will deliver a perspective about stories, articles, blog posts, pictures, books and a periodic inspirational video. My intent as a lifelong learner with the support of my team will be to go on a quest for new ideas, interesting perspectives around how we can improve our life just a little bit each day. Being financial planners, we value the importance of compound interest when it comes to your wealth, equally important is this same concept when it comes to your mindset and health. We will pull from philosophers, athletes, businesspeople, historical figures and everyday people like you and me. The experience will result in a creation of many ideas that will help each of us grow, learn and be better leaders in our place of work, communities and homes.
Our goal is to be a positive influence and create engaging and genuine conversations with our readers. Finally, becoming more present will remind us of the impact simple habits and sound decisions can help achieve success in the areas of our life that matter most.
We’re glad to have you reading along. Feel welcome to share your thoughts- we look forward to this journey together.
The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax professional...Read More
As we approach the end of the year, it’s the perfect time to reflect on the accomplishments of the past year and focus on the opportunities that lie ahead. It’s also a great time to review your financial plan to ensure it...Read More
Navigating the intricate landscape of business succession is a critical aspect of ensuring sustained success, especially for family businesses. I'm Greg McLaughlin, a dedicated Financial Planner, and I understand the unique challenges...Read More
Life is an incredible journey, filled with moments of joy, love, and laughter. Amidst the hustle and bustle, it's easy to overlook the essential aspects of securing our future. Today, we want to shine a light on a topic that might not...Read More
While it might not be the flashiest topic in the world, trust me, financial planning is a game-changer for your business. Over the years I've seen firsthand the incredible value that financial planning can bring to the table for...Read More
Hello, fellow small business owners and entrepreneurs! As we bid adieu to 2023 and prepare to welcome a new year, it's the perfect time to put on your financial planning hat. I'm here, a certified financial planner, to guide you...Read More
You know the old adage, "Nothing in life is certain but death and taxes." Add to that a third certainty: college education costs will continue to outpace inflation.Read More
Can't believe we are now 2/3 of the way through 2023 in four short weeks all the kids will be back to school. I thought it would helpful to bring to our clients attention some of the important changes that were made in the final days...Read More
Life is a crazy rollercoaster, isn't it? One moment you're single and carefree, and the next thing you know, you're getting married, having a baby, or buying a home. These major life events can be super exciting, but they also bring...Read More
Our expectations as consumers move slower than reality, and that can have a major impact on the culture of a nation.Read More
At some point in life, you’ll be in the market to buy something that costs a significant amount of money. No matter the purchase, sometimes the decision can be hard to make.Read More
We've been reviewing some important books lately, but we also wanted to share our thoughts on a podcast that we found to be incredibly beneficial. Tim Ferriss is a multi-talented individual who has achieved success in various areas...Read More
"Get Smart with Money" is a Netflix documentary that follows four financial professionals who raffle off one year of free financial coaching to a family or individual in need. All of the participants have their own unique...Read More
I’ve had the awesome privilege to work with many of my financial planning clients for much of their working careers and to guide them through a myriad of opportunities and challenges. As clients approach retirement, or what I...Read More
Author James Clear demonstrates the significance that small changes can make in maximizing your potential. He emphasizes the power of getting 1% better each day, and how the results don’t just add up but compound exponentially over time.Read More
Do your best to be reasonable. Understand we all are not playing the same game and have different goals, timelines, and experience. Develop an investment strategy that you can live with and helps you sleep at night.Read More
On Aug. 14, 1935, President Franklin D. Roosevelt signed the Social Security Act to help fight unemployment and guarantee income for retirees. While Roosevelt acknowledged the limitations of the act, saying, “We can never insure...Read More