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Library
Welcome to the Financial Happiness Library. You'll find a wealth of information here. We've organized the library
around the first three parts of the Financial Happiness process: The Focused Financial Vision, The Comprehensive Investment Experience and It's Not Just Retirement. We've also included a section called Everything Else Under The Sun for additional topics we think might help you on your journey.
Don't see what you're looking for? Shoot us an email.
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The Focused Financial Vision Library |
Good News Broadcast: Sue Stevens Interview
Money should support the things one truly loves in life, says Sue Stevens, a Chicago resident and leading wealth manager in the U.S. - frequently named as one of the top advisers in the country by Worth, Bloomberg, Reuters and others. She's the author of Put Your Money Where Your Heart Is and says money isn't just about making it and spending it - but being engaged with it and making it do the things that make you feel good. . . . keep reading
Six Steps to Put Your Money Where Your Heart Is
Accumulating money for the sake of stock piling it will never really be satisfying. At some point, there comes a time when you question why you are working so hard and why you never seem to be happy. . . . keep reading
What is Financial Happiness?
Are you happy? I mean, really happy--deep down inside. Take a good look at your life. When's the last time you laughed so hard, you cried? Do you remember a time when you were so inspired, it took you . . . keep reading
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Portfolio Peace of Mind Library |
The Top Ten Pitfalls for Portfolio Peace of Mind
Most investors are interested in finding an appropriate mix of stocks and bonds that reflects their risk tolerance. In other words, they want to be able to sleep at night. Portfolio peace of mind is a . . . keep reading
2010 Strategic Approach (Abridged)
As we look forward to 2010 and beyond, we need to strategically position our portfolios for whatever may happen next. Many signs point to seven more lean years as we work our way through a secular bea . . . keep reading
Financial Happiness Philosophy
It's hard to know whether to be happy or sad about your investments until you can put them in some kind of perspective. So today we're going to take a high level view of what we think is important to . . . keep reading
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Everything Else Under the Sun Library |
Top Ten Animal Acts of Kindness
Over 70 million households across the country are home for 170 million cats and dogs. And countless other homes welcome pets of all kinds. Clearly we have an ongoing love affair with the animals in ou . . . keep reading
Shift Your Thinking
The primary cause of unhappiness is never the situation but your thoughts about it…. Happiness is ever elusive, but freedom from unhappiness is attainable now, by facing what is ra . . . keep reading
MINT
One of the things I love about being a financial advisor is that I can constantly look for ways to improve my own financial situation. I used to hate budgeting. But lately I'm becoming more of a conve . . . keep reading
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