Eight articles! Cash is not dead! People want the personal touch! What does good behavior mean? More!
Eight articles!? They cover all sorts of topics!? Did you have a favorite.? I would like to know!? Please share your thoughts in the Comment section below.
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You might drive yourself nuts if you weighed yourself every day.? The same logic applies to obsessing over the stock market, especially if you use managed money or work with a financial advisor. Let the experts do their job.
Why Clients Shouldn’t Check Stock Prices Every Day Financial Advisor (7/26/24)
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Surveys have shown employees want financial planning help
Financial Planning Webinars:? A New Way to Highlight a Company’s Full Benefit Package Benefits Pro (7/25/24)
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It is easy to assume we have almost moved to a cashless society
Cash is Not Dead.? 12 Reasons Why Clients Still Need It Advisorpedia (7/31/24)
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The summer issue of the IARFC publication The Register carries my article “Is The Personal Touch
Is the Personal Touch Gone? IARFC The Register (Summer 2024, page 32)
领英推荐
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Owning two cars makes sense for dual income couples
Ditching a Second Car Saves Retired Couples Thousands Rethinking65 (8/2/24)
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If you are involved in the community and serve on a nonprofit board, you often find yourself attending galas. You are on stage. Others are watching your behavior, judging you and your organization.
Do’s and Don’ts for Charity Gala Behavior LinkedIn article (7/29/24)
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The cruise industry has times when everyone wants to sail and others when there are great deals to be had.? Try to remember once the ship leaves the pier, an empty cabin generates no revenue.
10 Reasons to Consider Taking a Cruise in The Shoulder Season AllThingsCruise (7/26/24)
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I think the increase in fine wine prices outpaces inflation. Sometimes you think twice before adding your favorite wines to your shopping cart. Other times you buy two bottles, not three. Substituting other wines can be a good strategy.
When Your Favorite Wine Becomes Too Expensive LinkedIn article (7/30/24)
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7 个月I keep cash, for tipping servers and barkeeps; they depend on them. I'm all about "personal touch". The phase is even on my website.