The Joseph Group

Wealth Notes: Inspire

  • Sticking to Those New Year’s Resolutions

    January 14, 2021

    Did you make New Year’s resolutions? Have you given up yet? Each year, most people give up on their resolutions – especially ones that are health and fitness-focused – in less than three weeks. This year, Sunday, January 17, 2021 is Quitter’s Day,  the day most people abandon their New Year’s resolutions. One reason why […]

    More Info
  • Discover Your Later-in-Life Passion Through Determination and Grit

    January 7, 2021

    To Inspire: “Moving from Success to Significance” is the sub-title of one of our favorite books here at The Joseph Group; Bob Buford’s “Half Time.” We give this book to many of our clients entering retirement with the thought that at age 50+ they still have half of their productive life to go. Why not […]

    More Info
  • A Season of Giving

    December 22, 2020

    2020 has been a challenging year for all of us. In the true spirit of Christmas, the spirit of giving, below are two stories that can touch all of our hearts this season and encourage the gift of giving of ourselves. Christmas Tree Angel in Michigan When Michigan resident Chad Rose just happened to have […]

    More Info
  • The ‘Christmas Star’ on the Winter Solstice

    December 17, 2020

    To Inspire: Monday, December 21, 2020 is the winter solstice in the Northern Hemisphere, and this year’s solstice includes a rare sight, a phenomenon dubbed the “Christmas Star.” In the early evening of this solstice, the planets Jupiter and Saturn will align in their orbits in what NASA refers to as a “great conjunction.” The […]

    More Info
  • A Real-Life Elf!

    December 10, 2020

    To Inspire: Christmas movies airing each night are one of the many highlights this time of year. “It’s a Wonderful Life,” “Frosty the Snowman,” “A Christmas Story,” “How the Grinch Stole Christmas” and “Home Alone” are a few of our favorites. And how can I forget “Die Hard?” 😊 But the favorite in my family […]

    More Info
  • Making a Difference, One Pie at a Time

    December 4, 2020

    To Inspire:   Many of you know that Chet Fery, “the Bread Man,” was featured at our first Virtual Wealth Summit a month ago. A retired teacher and administrator living in upstate NY, Chet, with the help of his wife, has baked and given away over 100,000 loaves of bread in the last ten years […]

    More Info
  • Who Would You Like Me to Meet?

    November 17, 2020

    To Inspire: Of the fire fighters to lose their lives in New York City on September 11, 2001, Father Mychal Judge was among the first. As NYFD Chaplain, he was known to begin each day with, “Lord, take me where you want me to go. Let me meet who you want me to meet.” Indeed, […]

    More Info
  • A New Passion Shows the Beauty of the World Around Us

    November 10, 2020

    To Inspire: Our dear friend and client Claudia Cook wrote a feature article for the Columbus Dispatch recently. We love that she has found a new hobby during the Covid pandemic and thought sharing excerpts from that article (Coronavirus Chronicles: Painting her way through the pandemic) might inspire some of you as to give thought […]

    More Info
  • Improve Your Situation

    November 5, 2020

    To Inspire: Next Wednesday, November 11, is Veteran’s Day. To salute our veterans, we are sharing an inspirational story about a veteran named Taylor Morris. Taylor joined the Navy out of high school and was responsible for Explosive Ordinance Disposal (EOD). Throughout his training, the underlying theme was always to improve your situation. Fast forward […]

    More Info
  • Bread and Kindness: Chet Fery – The Bread Man

    October 30, 2020

    To Inspire: We were privileged to host a virtual Wealth Summit event last evening that featured nationally known baker and philanthropist, Chet Fery, also known affectionately as The Bread Man. We were so touched by Chet’s sharing of his own background and how he transformed a retirement pastime of baking loaves of bread into an […]

    More Info