Donald G. Thomas 

PERSONAL CFO

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    Focusing on your Strengths:

    Focusing on your Strengths:

    Pseudo-psychoanalysis from your financial planner; just what you've been hoping for right? See this great article by Lauren Howe at Scientific American about how self-improvement may be better directed at enhancing current strengths rather than weaknesses. This is actually one of the ways we help serve our clients. We want to take as much of the financial work off your plate as possible, to let you spend timing focusing on what you're good at. Entrepreneurial clients will
    Featured Posts
    What to do when the market corrects.

    What to do when the market corrects.

    Those who give are in better financial health

    Those who give are in better financial health

    How to teach your kids about money.

    How to teach your kids about money.

    [UPDATED] Year End Tax Planning Ideas

    [UPDATED] Year End Tax Planning Ideas

    What to do when the market corrects.

    What to do when the market corrects.

    Those who give are in better financial health

    Those who give are in better financial health

    How to teach your kids about money.

    How to teach your kids about money.

    [UPDATED] Year End Tax Planning Ideas

    [UPDATED] Year End Tax Planning Ideas

    Recent Posts
    Now You Can Blog from Everywhere!

    Now You Can Blog from Everywhere!

    Design a Stunning Blog

    Design a Stunning Blog

    Grow Your Blog Community

    Grow Your Blog Community

    Debt Battle Plan

    Debt Battle Plan

    Protecting Your Wealth - Risk Management

    Protecting Your Wealth - Risk Management

    Income in Retirement - Integrated Results

    Income in Retirement - Integrated Results

    Income in Retirement - Integrated Approach Part 2

    Income in Retirement - Integrated Approach Part 2

    Income in Retirement - the Integrated Approach

    Income in Retirement - the Integrated Approach

    Good, Bad & Ugly: Annuities

    Good, Bad & Ugly: Annuities

    Fear and Hesitation

    Fear and Hesitation

    Archive
    • December 2020 (33) 33 posts
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    • February 2018 (4) 4 posts
    • January 2018 (5) 5 posts
    • December 2017 (3) 3 posts
    • August 2016 (1) 1 post
    • May 2016 (1) 1 post
    • April 2016 (2) 2 posts
    • March 2016 (1) 1 post
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