The Science of happiness

The Science of Happiness

Last fall, Rick and I had the opportunity to attend a conference hosted by eMoney (our financial planning software company). I expected excellent technical training and information; I did not expect the keynote speakers’ focus on human psychology. I came…

What is Rich?

There has been debate for years in the financial planning community (and political circles) about the level of assets that makes a person “rich.”  Is it $1 million dollars in Net Worth?  …$10 million?  …$100 million? Over the years, we…