Entering the third holiday season as a family of four, I can’t help but notice how the festivities arrive faster each year. The holidays always feel like a landmark on the calendar because there is so much excitement: family gatherings, school productions, holiday parties, etc. It feels as tho...
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Ahhhh, retirement! Many people dream of reading in a hammock, making travel plans, playing golf or tending to their garden. They envision bold adventures or relaxing days. Who doesn’t dream of such leisure and freedom in the distant or not so distant future? Well, to be honest, me. I hold the un...
A newsletter focusing on fostering financial confidence through education. In our latest issue read how time is your most valuable asset for investing, finding balance in your life and getting to know yourself. View the PDF here....
Dia de los Muertos lands on my birthday. There are some interesting feelings to unpack as I think about another year older and the All Souls Procession in Downtown Tucson. According to The Mexican Museum, “Día de los Muertos acknowledges the symbiotic relationship between life and death. El d...
We’ve all heard truisms such as “Health is Wealth,” and when something goes wrong with this resource that we tend to take for granted, we do quickly realize that health in all its wellness aspects—physical, mental and emotional—is one of our most valuable assets. In my work at TCI, I ofte...
We have a TCI client who loves animals and years ago, adopted two dogs that became her beloved companions. Throughout their lives and especially as each dog neared his and her end, our client spent many anxious hours in the veterinary hospital waiting room to ensure they received the care they nee...
Years ago, I attended a panel discussion at a conference, and one of the panelists challenged a fellow panel member to reassess how they defined a successful life. The panelist was talking about ROI (Return on Investment), but not in the traditional sense. Instead, the challenge was to look at your ...
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