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Behavioral Economics | Ignoring It Won’t Make It Go Away
“The only thing we have to fear is fear itself.” – Franklin Delano Roosevelt Those are the brave ...
Read More Entrepreneurs: The Best Time to Begin Investing Is Now – A Financial Plan Will Get You Started
You may not talk about it much with others, but the older you get, the more you think ...
Read More BEHAVIORAL ECONOMICS – When You’re Selling, Buyers Don’t Care – Endowment Effect
Years ago, I loved staging weekend garage sales. I’d fill my garage and driveway with our household’s excess ...
Read More Five Things to Expect from a Financial Planner
Your life is complicated. The demands of your career and your family are accelerating. As the number of ...
Read More Seven Non-Financial Questions For People Approaching Retirement
All the numbers in your financial plan add up and they say, “You can do this.” You’re ready ...
Read More Five Financial Strategy Mistakes of the Millionaires Next Door
The millionaires next door have a great life. They’ve been diligent savers and investors, building a multimillion-dollar investment ...
Read More Are You an Entrepreneur Who’s Swept These Five Financial Planning Issues Under Your Rug?
If you’ve overlooked some of the financial planning issues described below, don’t beat yourself up: you’re in good ...
Read More Professionalism
When it comes to professionalism, how a person looks and carries themselves reveals very little about their story ...
Read More Collaboration
Sandene Strategies’ viewpoint on collaboration builds upon elements of our first two core values: Trust (integrity) and sharing ...
Read More Money Shame: Feeling Embarrassed About Messy Finances (Despite Making Great Money)
One of the most common problems that we see among all our clients, from corporate executives to wealthy ...
Read More Acquiring a Small Business? No Deal is Better Than a Bad Deal!
Steve Adams is smart, self-confident, and pays great attention to detail. After graduating from the University of Rhode ...
Read More SANDENE STRATEGIES CORE VALUES: The Foundational Characteristics We Stand Upon…
Integrity became our founder’s most important core value when he adopted the Certified Financial Planner® Code of Ethics ...
Read More Financial Planning for High Earners in Their 30s and 40s: The 1 Strategy You May Be Overlooking
We’ve provided financial planning to high earners in their 30s and 40s for decades. We’ve seen it all: ...
Read More How Your Brain Tricks You Into Losing Money You Don’t Have to Lose
People hate losing money, and that sometimes causes them to lose more. If you’re like most people, the ...
Read More Generosity
At Sandene Strategies, generosity has a heavily-weighted altruistic component. We like to share our resources, knowledge and expertise ...
Read More BEHAVIORAL FINANCE: Neutralize Emotions and Biases for Better Money Decisions
Humans are basically lazy decision-makers. We like familiarity and we look for patterns in information to streamline the ...
Read More Investor Emotions and the Psychology of Money
It’s not a newsflash to say, “people get emotional about money.” However, modern macroeconomics is based on rational ...
Read More Discernment
Discernment is an uncommon term, but it perfectly describes our decision-making process. As human beings, one of the ...
Read More Owner Dependency: Do you own a high-stress job or are you an entrepreneur running a business?
In last week’s story, Steve Adams left the comfort of his corporate career to become a business owner. ...
Read More Relevant Living™ – Inventory Your Uniqueness: What Are Your Differentiators?
In prior exercises you’ve established what’s important to you (Core Values) and looked back to the high and ...
Read More Excellence
Sandene Strategies’ pursuit of excellence is based upon the notion that, “a job worth doing is a job ...
Read More You’re Not Too Small for Big-League Advice: Financial Planning for Entrepreneurs
We run into this objection from time to time: “I’m not one of the big guys—I don’t need ...
Read More Relevant Living™ – Document Your Lifetime Chronology: A Time For Reflection
When planning for the future one must be careful not to get bogged down and burdened by prior ...
Read More Colonel Sanders: An Entrepreneurial Journey of Perseverance
“A man is not old until regrets take the place of dreams.” – John Barrymore I spent the ...
Read More 96% of Business Owners Don’t Have a Personal Plan for Their Future
Here’s How to Join the 4% Club96% of business owners don't have a personal financial and life plan ...
Read More Relevant Living: Your New Beginning of Growth, Purpose & Fulfillment
What’s Next? We’ve heard the story many times. An entrepreneur successfully navigates past and through all the obstacles ...
Read More Relevant Living™ – Core Values: Your Solid Foundation for a New Beginning
Last week, we explained why a growth mindset is absolutely necessary to create a new beginning of growth, ...
Read More Steering Clear of Fixed Mindset Traps
“Ninety percent of the game is half mental” – Yogi Berra Professional golfers are extraordinarily skilled and disciplined ...
Read More Relevant Living™ – A Mountain With No Top
If you want to create a new beginning—a life of purpose and fulfillment—the most important factor, by far, ...
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