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 SharonAnn Hamilton on a street in Paris You see my name popping up, SharonAnn Hamilton; as a Community Emergency Response Team (CERT) volunteer, helping promote a Yoga practice, teaching …

 SharonAnn Hami…

 SharonAnn Hamilton on a street in Paris You see my name popping up, SharonAnn Hamilton; as a Community Emergency Response Team (CERT) volunteer, helping promote a yoga practice, teaching financial classes at Shipley Center, posting on Nextdoor, creating Events for business on local Facebook pages and groups, facilitating Map Your Neighborhood classes for my community, building a prayer group for prayer warriors, and writing a boomer blog called Claiming Freedom. I write. Who am I? I’m a creative, coach, and community helper using my resources and experience to serve. I’m invo…

I hear it frequently. Business owners feel like they're coming to an end of productive work time by November/December because the year is ending. It's a lie.      Add alt text   The old farts t…

I hear it frequently…

I hear it frequently. Business owners feel like they're coming to an end of productive work time by November/December because the year is ending. It's a lie.      Add alt text   The old farts told me so in my first two weeks as a financial planner "Business is lousy in December. You're going to fail because everyone is focused on family and Christmas, not on financial planning." Do you know that word rebel? The surest way for the rebel to succeed is to tell them they can't do a thing. It was the birth of fee-based financial planning in the country. Yet I sold seven plans in mid-Decembe…

Have you ever served client couples very well, yet within a year of his passing, the widow and the portfolio transferred to a new management firm? You feel blindsided and wounded. Your interactions we…

Have you ever served…

Have you ever served client couples very well, yet within a year of his passing, the widow and the portfolio transferred to a new management firm? You feel blindsided and wounded. Your interactions were always cordial and you know you helped them build their wealth. So why? According to a 2020 McKinsey report, 70% of widows transfer their portfolio to another company within the year. Let's think about this concerning your business... This means if you have 100 couples who are clients, and some become widows. 70 of those widows will transfer their wealth away from you. Where do you believe busi…

There is an answer to a question that sets the stage for every action you are taking today. When you know this, you’ll activate your inner super-power in ways that astound you. Why? Because once you…

There is an answer t…

There is an answer to a question that sets the stage for every action you are taking today. When you know this, you’ll activate your inner super-power in ways that astound you. Why? Because once you decide it, you’ll gladly spend your energy to make it happen. The reverse is also true. When you cannot or will not answer this question, you will keep doing the exact things that you are doing right now and getting the same results. The BIG question: Where will you be five years from now? You might be wrapping your mind around the heretofore unthinkable pandemic and wondering when the next glo…

Health, Time, Money, Feelings (the personal marathon for living well) Do you believe most problems boil down to issues concerning health, time, or money? Are they interconnected in ways we've not thou…

Health, Time, Money,…

Health, Time, Money, Feelings (the personal marathon for living well) Do you believe most problems boil down to issues concerning health, time, or money? Are they interconnected in ways we've not thought? You have a better life with good fitness habits, because you won't suffer increasing immobility or pain. You have a better life with good time management, because you use your time on things that matter. You have a better life with good money skills, because you afford your lifestyle plus savings for your future. THEORY What if the mental strategy you use to manage your time is the same stra…

Jonathan remarried a few years ago and his new wife prefers they live in her castle. Doesn’t that sound weird to us Americans? Truth be told, Jonathan has a very nice home in a small town called Gos…

Jonathan remarried a…

Jonathan remarried a few years ago and his new wife prefers they live in her castle. Doesn’t that sound weird to us Americans? Truth be told, Jonathan has a very nice home in a small town called Gosport, right on the Solent Sea and facing the Isle of Wight on the Southeast coast of the UK. He met us at the ferry, a 5-minute ride from Portsmouth. Tilly and Bear are his Jack Russell cuties and he asked us to stay for two months while he and his wife went to Trinidad. (It was winter.) Trinidad is a far cry from England. But hey, we were there for adventure. With raincoats.  Our new home (Jonat…