Managing Communication: The Art of Organizing Outlook Part 1: Folders Communication – the ups & downs Communication is a guiding principle in my interactions with our clients and their financial goals; however, communication becomes ineffective if I do not approach…

3 Questions That Predict Your Quality of Life As You Age My mom lives back in the Midwest, and it’s not nearly often enough that I make the trip from Colorado to Missouri to visit.  So last month when she…