The Blue Blaze

How Four Days in Miami Affirmed My Mission to Change Everything.

Posted by Frank J. Corrado, CPA, CFP on Dec 7, 2018 3:48:00 PM

 

Right before Thanksgiving, more than 200 professionals gathered in Miami, Florida for the annual conference sponsored by the Alliance of Comprehensive Planners. ACP is a national, not-for-profit, membership organization and a pioneering community of fee-only financial planners who are committed to providing service to clients in a true, fiduciary model.

Was it a rip-roaring fun time filled with soaring, thought-provoking speeches and deep conversation about transformation and inspired risk-taking?

You bet. And here's why.

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

Giving: How To Do The Most Good Without Disrupting Your Financial Plan

Posted by Frank J. Corrado, CPA, CFP on Oct 26, 2018 7:17:00 AM

Many studies have shown that charitable giving provides greater happiness than buying more stuff. Eventually, you get used to your fancy new car, and the enjoyment it provides may fade -- though if you’re spending with purpose, it shouldn’t.  

Even if that big purchase thrill does fade, there’s plenty of anecdotal evidence and actual scientific studies to assure us that giving forges feelings of connectedness and community that don’t fade away.

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Topics: Charitable, Values, Purpose,, Optimal Life,, Planning

Our Return On Life: Why It's More Important Than Our Return On Investment

Posted by Frank J. Corrado, CPA, CFP on May 29, 2018 11:10:36 AM


TAKE THE ROL (Return on Life) QUIZ -  and get your personalized report.

“Do I have enough money to get married?”

“Do I have enough money to have more children?”

“Do I have enough money to start my own business?”

“Will I have enough money to retire?”

These are typical questions that people often ask themselves over time when they start thinking about financial planning. And that’s only natural. We expect our money to help us feel safe, provide a safety net for key life transitions -- especially as we grow older -- and start thinking about retirement.

Unfortunately, if you view your savings and investments only as numbers on a page that you’re trying to nudge upwards, then there’s no such thing as “enough.”

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Topics: return on life,, Purpose,, Optimal Life,

It's Hero Time. 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 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

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