Life transitions can make you rethink the financial advisor your using and why. Learn important factors to help you decide the right time to engage or switch financial advisors.
It’s time to get your personal values, goals and money priorities out on the table... literally. Our Honest Conversations® exercise helps you prioritize money goals, make important tradeoffs, and get to money-related decisions that everyone can live with at home or at work.
At the rate in which the world keeps changing... technology keeps expanding... and innovation keeps surprising, it takes a concerted effort to keep up with things. Discover why ‘Life is Learning’ and how you can take simple steps to keep up.
The Money Mind® Analyzer is a remarkable tool that will open your eyes not only to your own money attitudes but to those of your spouse, other family members, or business partner(s).
Lenox Recommends - Five articles that caught our eye | April 2018