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

The Federal Fiduciary Rule is Dead. Long Live the Fiduciary Rule.

Posted by Frankie Corrado on Sep 13, 2018 9:58:00 AM

 

Following a long and extensive battle with government bureaucracy, the Fiduciary Rule died on June 21, 2018. The Rule is remembered fondly by its many supporters for the transparency and objectivism it was meant to bring to the financial services industry. It is mourned by the many who believed in its unfulfilled potential.

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Topics: Values, Optimal Life,, Financial Services, Financial life guidance, Fee only, Fiduciary, Fiduciary rule, Ethics

Are You Financially and Emotionally Prepared for Life's Big Transitions?

Posted by Frank J. Corrado, CPA, CFP on Aug 3, 2018 9:37:59 AM

 

Financial planning is more than just a series of savings and investments you lock away and forget about. Your money doesn’t exist in a vacuum. Your financial needs and priorities are going to change in response to the transitions that we all go through as we work, raise our families, and look ahead to retirement.

Managing these transitions is one of the keys to keeping your finances in balance, and to achieving a greater Return on Life™ (ROL).

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Topics: Values, Optimal Life,, Retirement, Career changes, Financial life guidance

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

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