To Inspire: A recent T. Rowe Price study concluded that while many people do at least some level of financial planning for retirement, relatively few take into account the emotional element of planning. They have not taken time to truly visualize what retirement will look like and how they want to live those years. The […]

To Inspire: As fall turns to winter, there’s nothing like a great bowl of soup on a cold day. Soup of Success soup mixes can help speed up the homemade soup process and help marginalized women – a win win! Soup of Success began in 1997 when Church Community Services started trying to help their […]

To Inspire: The Foundation for a Better Life recently shared the story of Ron, a man who spent much of his time in retirement working with children and youth in his community – coaching local youth teams and later, serving as a school crossing guard. In this issue of WealthNotes, we share his story and […]

To Inspire: So many people have tried to define happiness. Writers, poets, musicians, and philosophers throughout time have tackled the topic. So why am I joining the discussion? Thinking recently about happiness and the impact of external events on one’s happiness I wondered what research might show. Well, research shows that approximately half of your […]

To Inspire: Emeritus Pope Benedict once said “we are not made for comfort, we are made for greatness.“ I found myself thinking of this quote last evening as I was fortunate to be in a gathering of very accomplished people. Leaders in law, psychiatry, business and social services. I noticed how joyful and interesting they […]

To Inspire: Nicole (not her real name) was recently affected by a headcount reduction. Her job was eliminated due to the economy.  In my coaching, I work with a lot of “Nicoles” who find themselves in career transition. Most often, that transition is from one company to another in a similar position―from Controller there to […]

To Inspire:   You probably know how much we love books here at The Joseph Group, and the classic “Tuesdays with Morrie” is one of the many books you can find on our office shelves. This year marks the 25th anniversary of the Mitch Albom book about his conversations with his former university professor and […]

To Inspire: Fall is here. It’s Lisa’s and my favorite season of the year; nothing better than fall in Ohio! We even chose to get married in the fall – 38 years in just a few weeks! But in this issue of Wealth Notes, I’d like to focus not on the beautiful weather we’re about […]

To Inspire: Could a world-renowned violinist play unannounced in a public place and not draw a crowd? If this happened, would that say – if anything – about our ability to recognize beauty? There’s a post that goes around social media from time to time about this very thing – a world class violinist played […]

To Inspire:   Earlier this week I (Matt) attended the funeral Mass of a dear friend, Tom Lynch, who died a week ago at the age of 83. Earlier in his life Tom was best known as the owner of Woodhouse Lynch Clothiers, the haberdasher for all of the bankers and lawyers in and around […]