Category: Coffee Talks

Diana Bollenbaugh UC Berkley’s Greater Good Science Center is designed to understand the science behind happiness and how people can work to become happier. They even provide a free online course titled, “The Science of Happiness.” • How many of you just did an eye roll or gave your computer screen the side-eye? • Why

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Connor McKenney Gratitude is an emotional appreciation for a positive experience. This appreciation stems from the value we perceive from this positive experience. Gratefulness for tangible things does not come from their monetary value, but from the value it adds to our lives. Expressing gratitude encourages individual happiness and strengthens interpersonal relationships. It exists in

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The Gratitude Project Diana Bollenbaugh Cicero is quoted as saying, “Gratitude is not only the greatest of virtues but the parent of all others.” Our firm decided that a good project for the year would be to focus on gratitude.  What it is it? What does it mean?  What’s so great about it?  How does

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by Diana Bollenbaugh Saturday’s (01/13/18) misstep with the emergency alert system was an eye-opener.  Unlike the stories of many people, I did not call family or friends to tell them I loved them.  I figured they would prefer that I focus on getting to safety rather than a phone call or text message. I called

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by Diana Bollenbaugh As many of you have been hearing or reading, the Department of Labor presented its new ruling in April 2016 regarding all types of retirement accounts.  Since April, Cambridge Investment Research, Inc. (our Broker-Dealer) has been reviewing how this will effect Investment Advisor Representatives and their clients.  In other words, the people

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By Diana Bollenbaugh “Argh!” Georgia tossed her pencil down in frustration. “What’s wrong,” her friend Lani asked. “I’m trying to get an idea of what I’ll need to have for retirement,” she replied.  “Do you have any idea how many calculators and websites there are?  I can’t do this!  There’s too much information!” “I know

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Sam and Sally1 just got engaged.  He did the romantic proposal with the ring in the dessert and champagne for after.  Sally excitedly accepted and spent the ride home with her hand out, staring at her ring.  The next day Sally was still dreamy-eyed thinking about the wedding, while Sam was breaking out in hives

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by Heather L. Moir-Dangler, CLU®, ChFC®, CASL® As we all know it takes diligence and persistence to fund your retirement.  Each stage of life is a little bit different for living for today and saving for tomorrow.  This series will run from 20’s to retirement. You’ve just graduated and have started that first “big” paying

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