May 18

May 18 Are these the 'good old days?'

I'm getting a lot of 'what do you think about the market right now?' questions from clients, friends, and neighbors. CNN’s ‘fear index’ says we are all in extreme fear. I don’t know about that, but maybe it's time to reflect.

Mar 15

Mar 15 Pursuing "enough" is harder than pursuing "more."

David Creekmore

Life Goals, Values, Estate Planning

Imagine you pass away and leave $75,000 in a bank account (approximately the median inheritance for the 50th-90th percentile of total wealth.) That sum represents money you didn't you didn't need to earn, right? Effectively, says author of 'Die with Zero' Bill Perkins, you worked for 'free'. I would add you might have missed out on experiences (like travel) . You could have taken an amazing safari or two with that money!

Jan 12

Jan 12 How will you change your life?

David Creekmore

Life Goals, Values

My favorite book last year was the “The Myths of Happiness” by Sonja Lyubomirsky. In a year end ‘best of’ post, the website and magazine Financial Planning featured my book choice along with the favorite titles of a dozen other planners. Having come through my own tough life events, I opened this practice wanting to help people on a deep level.

Dec 20

Dec 20 New study shows money makes us happier... Sort of

David Creekmore

Values, Life Goals

In a perfect world, Financial Advisors would be in the happiness business, not the money accumulation business. What’s the point of money and security if it doesn’t lead to more well-being?

Sep 30

Sep 30 Job satisfaction > salary?

David Creekmore

Life Goals, Values

How much of a pay cut would you take to be more job satisfied?

A 2016 study of nonprofit professionals in the UK from 2016 estimated that individuals would need around 22,000 GBP or about $30,000, to make them equally ‘happy’ were they to take a job outside the nonprofit industry. Aside from the crass economics of equating a degree of happiness with a dollar of income – it’s a provocative thought experiment.

Lifetime Financial Blog

Thank you!