September Newsletter – 1% Better Every Day

Last May in La Jolla, CA, while attending the annual Financial Planning Association (FPA) Retreat, Gayle was inspired by a powerful presentation. The topic was a common theme, improvement and working towards success in any given area: fitness, relationships, or, yes, even financial planning. The gentle invitation of 1% better felt new and welcoming, in […]

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A Rich Blog – Unintended Perils of the Gig Economy

In The Boston Globe’s August 19, 2019 “Fine Print” column by Sean P. Murphy, a minor car crash turns into a nightmare. Basically, an innocent driver is struck by an Amazon-Flex food delivery driver, who is driving her own car. The Amazon-Flex driver is considered in the wrong by all parties; you would think this would be […]

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August Newsletter – Safe Deposit Boxes Aren’t Safe

When I think of safe deposit boxes, I think secure valuables. Two hundred years ago, jewelry stores used to keep valuables for wealthy customers. I remember hearing that in the early 1800s in Boston, Shreve, Crump & Low held customers’ valuables in a vault similar to a safe deposit box, and during a fire, the […]

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July Newsletter: Money Basics-Essential Practices for Millennials

Finances For My Daughter, by Bob Veres Bob Veres is a well-known writer and commentator in the financial services industry, whose Insider Forum conference we attend regularly. Here he speaks to his 20-something daughter, who, just starting out her work life, asked her Dad for “the basics” about financial planning, investing, and saving. The conversation […]

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Finding and Energizing Your Why

In April, I ran my first marathon. Running a marathon was never a bucket list item for me or anything I wanted to achieve. It wasn’t important. It was never on my radar. Hockey is the sport I played all my life – so unless the marathon included full contact, I wasn’t so interested. Finding […]

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June Newsletter-One Percent Better Every Day

“I begin each day of my life with a ritual; I wake up at 5:30 A.M., put on my workout clothes, me leg warmers, my sweatshirts, and my hat. I walk outside my Manhattan home, hal a taxi, and tell the drive to take me to the Pumping Iron gym at 91st street and First […]

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