Blog: Sherpa’s Pathways to Prosperity
Making Multi-Generational Living Work For All Involved
Increasingly, family members of different generations are choosing to live together—driven by a rekindled desire for the type of family closeness that has faded in recent decades. Discover what multi-generational living is all about.
Don’t Let These Financial Surprises Trip You Up
Unexpected expenses or financial developments can be frustrating—as well as potentially hazardous to your future. Make sure you’re not putting yourself in a position to get an unwanted financial surprise!
ESG: Pros And Cons Of Values-Based Portfolios
Investments that reflect people’s beliefs about the environment, social change and how businesses govern themselves have become increasingly popular—especially among affluent investors. Is it time to consider using a values-based approach to your own wealth management efforts?
Using Cadence To Move Forward And Stay On Track
Generating success—in business and in life—on a consistent basis requires moving in the right direction at a pace that gets you to your goals on time. When you develop the right cadence for you, your team and your goals, you position yourself for great outcomes—time and time again.
Monk Mode The Power of Focused Intensity
How often do distractions pull you away from your quest to reach major meaningful goals—in your life, your work or both? Discover a process that can empower you to ignore life’s annoyances and do the work needed to achieve big breakthroughs.
What Type Of Buyer Should You Sell Your Company To?
If you expect to sell your business—either soon or years from now—it makes sense to consider whether it would be best to sell to a strategic buyer or a financial buyer. Discover more about how these two categories of buyers could play an important
part in how much you get for your company.
Take Care Of Heirs And Charities With A Charitable Remainder Trust
Charitable remainder trusts can enable you to support charities that matter to you as well as take financial care of heirs and loved ones. These trusts can also cut down on your tax bill. Check out the ABCs of CRTs!
Social Media: Protecting Your Mental Health Online—And Off
It’s well known that too much exposure to social
media can be mentally and even physically harmful.
But reducing our usage of this ever-present
part of today’s society is easier said than done.
Here are some tips to help safeguard your
kids—and yourself—from too much social media.
Work Smarter, Not Harder. Here’s How.
You can take steps to help you get more done each day with less effort. The key is to stop getting bogged down in the minutiae and focus your energy on what actually matters. Easier said than done? Here are numerous ways to work smarter.
A ‘Law’ for Getting the Results and Success You Want
When we help other people in meaningful ways, they often are highly motivated to return the favor and assist us in our efforts to reach our key goals. This is the foundation of having a reciprocity mindset—one of the key traits we see among many of the most successful people in business and life. Discover how to harness the power of this “law” of human nature.
Finding A Mastermind Group That Can Deliver Great Results
A mastermind or CEO group of entrepreneurs
may be able to help you achieve bigger goals than you thought possible—faster than you might expect. But how do you identify the groups with the best potential to generate results?
Is Your Pet Part of Your Estate Plan?
What would happen to your beloved dog, cat or other pet if you died suddenly? Don’t leave your pet’s future to chance. Here are steps you can take right away to help ensure your pet will be in good hands in the event of your death.
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