I’m reading David Brook’s “Second Mountain.” We spend the majority of our lives – we get out of school, we build a career, we save and invest – climbing the first mountain with the goals that our culture endorses. We seek success and personal happiness. We get to the top of the first mountain, as

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When we are little, all of our worldly possessions fit inside a single box. As we grow up, we acquire more things… and need more boxes. As we complete our educations and launch into our careers, we begin a march towards ever-increasing financial complexity… and we continue to need more boxes. At some point, you

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What defines a “good” financial advisor? If you asked five different people, you’d get five different answers. But when you ask 19,000 people, some common trends start to appear. According to this survey by Dimensional Funds, a good advisor is one who: Gives you a sense of security and peace of mind, Is knowledgeable of your personal

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In a world that is market-focused and performance-driven, Mindful Money is goal-focused and planning-driven.  Mindfulness, the non-judgmental awareness of the present moment, allows us to ignore the media driven emphasis on “beating the market” – something that is never predictable or controllable – and focus on simple, disciplined behaviors that have long-term impacts on our

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