New Year’s Resolutions and “Buying” Happiness in 2018

The tradition of making New Year’s resolutions goes all the way back to ancient Rome. In 46 B.C., Julius Caesar developed a new calendar and named the first month of the year after Janus, the god of beginnings and endings. 

Janus has always been depicted with two faces, one on the back of his head that allowed him to look into the past and one on the front of his head that allowed him to look into the future.  At midnight on December 31st, the Romans imagined him looking back at the old year and looking forward to the new year.  Therefore, he became the symbol of the resolutions made on the first day of each year when Romans asked their enemies for forgiveness.

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2017 KGLF Scholarship Recipients

We are pleased to announce that two applicants were selected to receive Ken Gillespie Legacy Fund Scholarships for 2017:  Christine Haviaris, CPA, CFP® and Phillip Watson, CFP®.

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Values-Based Financial Planning

The strongest foundation for the financial plans you create will always be your clients’ heightened awareness of the nature, influence, and importance of their values. Therefore, in your discovery and data gathering activities, it is essential that you engage your clients in a process of thoughtful reflection to help them identify and clarify what is truly most important to them as individuals.

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