The Blue Blaze

There’s Still Time to Be a Hero in 2017. Thanks, Charitable Gift Fund.

Posted by Frankie Corrado on Dec 18, 2017 7:56:55 AM

 

Image courtesy of rawpixel.com via Upsplash

 

It Isn’t Over Till It’s Over.

Time’s running out to tick off all those 2017 new year resolutions.

If being a hero is still on your list (unchecked), there’s a way to make this happen: start a charitable gift fund.

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Topics: Financial life guidance, Purpose,, Values, Charitable

We Told Our Colleagues It Was Time to Change. Their Response Surprised Us.

Posted by Frankie Corrado on Dec 4, 2017 9:29:02 AM

 

Image courtesy of MacPhysto on Upsplash

You never know what will happen when you propose bold change. The only guarantee is that you’ll get people’s attention...and a LOT of people weighing in with opinions.

At this year’s Alliance of Comprehensive Planners (ACP) annual conference, Blue Blaze had a spot at the Board table as well as time on the agenda. We proposed big change. We got lots of feedback.

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Topics: Financial life guidance, Optimal Life,, Values

Ready for Your Optimal Life? First, Ask the Right Questions.

Posted by Frank J. Corrado, CPA, CFP on Nov 19, 2017 8:37:02 AM

Frank Corrado, a Blue Blaze financial life guide, encourages a client to do a deep dive into her goals and motivations. 

We're talking about my money, Right? 

(No. Not first thing, anyway.)

Remember the first time an adult you respected told you, “If you’re having a difficult time deciding what is the right thing to do -- just listen to your gut. Deep down, if it’s right, you’ll feel it.”

That’s exactly how I felt the first time I was introduced to the concept of appreciative inquiry.

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Topics: Financial life guidance, Optimal Life,, Purpose,, Values, Appreciative Inquiry

Big Spender? Own It On Purpose.

Posted by Frank J. Corrado, CPA, CFP on Oct 11, 2017 5:19:27 PM

Photo credit: Atte Gronlund on Upsplash

If you’ve ever wanted to feel completely comfortable making big purchases and spend substantial sums of money without regret, first, find your purpose.

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Topics: Financial life guidance, Optimal Life,, Purpose,, Values

What's Your Big Idea and How Will You Prepare?

Posted by Frankie Corrado on Sep 13, 2017 2:07:57 PM

Photo credit: Peter Dant Photography

On August 21, 2017, the first total solar eclipse in the United States since 1918, ran from coast to coast, from Oregon to South Carolina.

It was a big deal.

Some financial experts raced ahead in the news, predicting a $700 million dollar ‘hit’ to the USA’s collective productivity bottom line, thanks to people taking time out of their day (or the day off) to watch the celestial show. (Read why Forbes says this is bunk.) The Associated Press reported that it was the most observed and reported eclipse in history.

It was special for those of us occupying the north west hemisphere as this eclipse event was only visible in the United States and there won’t be another one like it until April 2024.

How special was it?

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Topics: Financial life guidance, Goal Setting, Bell Works

The Path To Awesome Part 3 or, Good Debt? You Bet!

Posted by John Munley on Aug 11, 2017 2:54:07 PM

 

Build Good Credit, Early.

This is the third part of our three-part series on The Path To Awesome: Top Three Financial Habits to Help You on Your Way. I detailed in the first blog, that I was inspired to write these by a very personal response to Kid President’s exhortation that everyone find their own path to awesome. As a father and former young person myself, I see this as a chance to more widely share some of the conversations I’ve had with my own daughters about developing good financial habits to help us all get to our own, very special brand of awesome.

However, just because this wraps up our Path To Awesome discussion, the conversations about developing good financial habits won’t end, and they shouldn’t.

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Topics: Financial life guidance, Parents and Children

The Path to Awesome: Top Three Financial Habits to Help You on Your Way - Part 1

Posted by John Munley on Jul 18, 2017 7:33:00 AM

 

John Munley and his daughter, Sarah, on their way to Sarah's moving up ceremony. 

My daughter recently had her moving up ceremony during which she and her class celebrated “graduating” from elementary school and starting their middle school years in the fall.  During the ceremony, the principal addressed the parents and students, quoting Robby Novak. Novak, who also goes by the name, Kid President, is a 13-year-old boy who, despite living with osteogenesis imperfecta, a rare genetic disorder that makes his bones extremely brittle, has built an online empire using his intelligence, charm, wit and boundless optimism to inspire others.

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Topics: Financial life guidance, Parents and Children

So Your Teenager Got Her First Job – Now What?

Posted by John Munley on Jun 12, 2017 9:17:48 AM

My twin daughters got their first real jobs last summer, a common rite of passage through adolescence and good preparation for increased independence as they began their college adventure. I was a very proud parent. My kids would finally earn their own money and learn responsibility – or so I thought.

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Topics: Financial life guidance

Setting a Goal? Learn How To Start a Campfire First

Posted by Frankie Corrado on Apr 6, 2017 7:46:48 AM

When you were a kid, there were probably moments in life you couldn’t wait for. You know those times when you had butterflies in your stomach and couldn’t sleep at night because you were oozing with excitement and anticipation of that summer vacation, trip to Disney World, Christmas morning, or that big movie premiere.

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Topics: Financial life guidance

It’s Your Life, Here’s How to Find What You’re Looking For

Posted by Frankie Corrado on Mar 20, 2017 10:40:47 AM

 When you sit down with a financial advisor, you’re not expecting to be asked questions like, “What is your ideal life?” or “What things are most meaningful to you?”

Those types of questions are reserved for Oprah interviews, not financial planning sessions. You’re expecting to discuss investments, assets, tax returns, debt and retirement planning. What do those deep and probing inquiries have to do with managing your money?

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Topics: Financial life guidance, Goal Setting, Hiking