life insurance

    Review your Beneficiaries

    With so much going on in our busy lives, it can be difficult to take care of financial “housekeeping” chores, even though we realize their importance. An urgent task I encourage you to address promptly is to make sure your beneficiary designations are current for all your investments, insurance and financial-related accounts.

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    Drive-What motivates your money decisions?

    What really motivates us in life– why we do what we do? Are we making money decisions based on what we truly want in life or are we being governed by external rewards? Recently, I finished the book Drive by Daniel Pink. In his book, Pink states that our modern economy depends more on creativity and the heuristic, right-brain work of people. He argues the motivations for this type of right brain work are intrinsic, yet our model for motivating behavior supports the belief that people are driven by outside factors such as rewards, wealth, and status. Pink proposes that we need to shift our thinking and create a whole new system focusing on and supporting people’s intrinsic motivations in life.

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