Category: Life Defined

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    Are You Guilty of “Peanut Butter Philanthropy”? How to Overcome Your Best Impulse and Give Strategically

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    Are You Guilty of “Peanut Butter Philanthropy”? How to Overcome Your Best Impulse and Give Strategically

    The so-called “Peanut Butter Manifesto” written by a Yahoo! Executive in 2006 gave us a term that hasn’t worn thin yet. The “Peanut Butter Approach” is a derisive term used in business to describe spreading anything – money, energy, time – too far and too thin to be effective or useful. 

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    The Power of ‘Emotional ROI’ Through Charitable Giving

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    The Power of ‘Emotional ROI’ Through Charitable Giving

    Return on Investment (ROI) is a term you learn about 5 minutes into your first class in business school. Maybe the business model is elegant and the organization is streamlined, but that all begs the question: what is the ROI? How much will we make?

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    Ladies – Are You Planning for Your Security in Retirement?

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    Ladies – Are You Planning for Your Security in Retirement?

    While there are many challenges, these are the five most prominent that come to my mind when I think about retirement security for women. Sit back and think about all the decisions you make in life today that have an impact on your security in the future

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    5 Steps to Protect Your Identity in the Digital Age

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    5 Steps to Protect Your Identity in the Digital Age

    Identity theft is increasingly common and severe in today’s digital world. Although many organizations now provide services for credit monitoring, how can you make sure you’re adequately protected? Also, if you work with industry professionals, how can you feel confident your information is …

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    Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

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    Are You 10 Years From Retiring?: 5 Easy Steps for Retirement Preparation

    Ladies … listen up!… there’s still time ... Ladies, if you’re nearing the retirement chapter of your life, listen up! Have you thought about what that time looks like? If you could paint a picture of this part of life, what would be included? Does your picture contain lots of color or is it grey?

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    Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

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    Digital Assets – You Already Own Some, Whether You Know What They Are Or Not

    By Jamie Hopkins Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked.

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    I Finally Found the ‘Why’ in My Career. You Can, Too.

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    I Finally Found the ‘Why’ in My Career. You Can, Too.

    Published by Grant Nieland, CFPⓇ At some point in all of our working lives, we ask ourselves “Why am I doing this job?” or “Why did I choose this career?” I have asked myself that question at every position I’ve held over the past 10 years and it was hard to find answers. That is, …

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    Leaving a Larger than Life Legacy

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    Leaving a Larger than Life Legacy

    Published by Andrew Rogers, Strategic Opportunities Associate History books are full of extraordinary people, individuals whose singular achievements transcend time. Figures like Martin Luther King, George Washington, Gandhi, Nelson Mandela and Abraham Lincoln; these men need no introductio …

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    Entrepreneurial Takeaways from Robert Herjavec

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    Entrepreneurial Takeaways from Robert Herjavec

    Published by Meg Ronspies, Marketing Coordinator “Don’t be boring. Remember that the first thing people buy is people.” Normally seated amongst four other “sharks,” Robert Herjavec shared with attendees of the 2016 Excell Conference some entrepreneurial advice last month.

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    What True Wealth Means to Me

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    What True Wealth Means to Me

    I feel wealthiest when I'm surrounded by my loved ones and dear friends; those who have shared laughter and tears, joys and sorrows, successes and failures. The ones who I can see every day or never at all, but still feel like we share a life.

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