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The Joseph Group

Wealth Notes: Inspire

  • SMART Resolutions

    January 5, 2024

    To Inspire: New Year’s resolutions – over one third of Americans make them but most drop them quickly. A recent Forbes study found that 23% of those making New Year’s resolutions will drop them after only one week and 80% will have abandoned them by March. Only 9% stick with them for an entire year. […]

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  • Intangible Gifts for the Holiday Season

    December 22, 2023

    To Inspire: Dear Clients and Friends – As is always the case, people from all faith traditions are once again joining Christians in celebrating the Christmas season. For Christians, we celebrate the birth of God’s son who takes on our humanity to reveal God’s love and to suffer and die in atonement for our sins. […]

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  • Nice vs. Kind

    December 15, 2023

    To Inspire:   I had a conversation with a friend recently about deciding to be nice. Getting up in the morning and deliberately deciding to be nice. The pre-order scheduled to be picked up early isn’t ready? “No problem.” The repair tech scheduled and re-scheduled multiple times still isn’t going to be here today? “Okay, […]

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  • Offer Forgiveness

    December 8, 2023

    To Inspire: Many college football fans are extremely disappointed that undefeated ACC Champion Florida State was left out of the College Football Playoffs, replaced by one loss Alabama. Florida State Coach Mike Norvell said he was “disgusted and infuriated” while ACC Commissioner Jim Phillips said the decision was “unfathomable.” Like Mike and Jim, I happen […]

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  • A Life Lived With Purpose

    November 22, 2023

    To Inspire:   I’ve been reflecting on the remarkable life of Rosalynn Carter who died on November 19th. For over 40 years she and President Carter worked tirelessly (through the Carter Center they established in 1982) to resolve global conflicts, advance democracy, defend human rights, eradicate disease, and improve mental health. Mrs. Carter leaves a […]

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  • It’s the Most Grateful Time of the Year

    November 17, 2023

    To Inspire: Do we all have so many things to be grateful for every day of the year? Yes! Do we spend enough time recognizing this? Probably not! But the holidays naturally bring a focus on thankfulness, and I want to share three truths about gratitude, and some different ways to express gratitude this Thanksgiving. […]

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  • The Incredible Story of Phil Bucklew

    November 10, 2023

    To Inspire: This Veterans Day, I want to share some of the incredible story of Phil Bucklew. The Xavier University grad, now recognized as the father of Naval Special Warfare, was so humble that many have never heard his name. In 2015, Xavier’s men’s basketball strength and conditioning coach Matt Jennings was reading a history […]

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  • Habits of Monastic Life

    November 3, 2023

    To Inspire: Earlier this week, Steve Lawson spoke at our Fall Wealth Summit. A talented and passionate young business and life coach, Steve has spent time immersing himself in monastic life to see what habits and disciplines allow monks to live with great peace while also being some of the most productive people in the […]

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  • Sense of Adventure

    October 27, 2023

    To Inspire: What follows is an article many of you may have seen in the New York Times, edited it a bit for length and content. At The Joseph Group we encourage our clients, no matter what age, to find purpose and passion in their lives. We believe retirement years provide the opportunity to do so. We […]

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  • Simple Habits to Improve Your Life

    October 20, 2023

    To Inspire: It’s not quite end-of-year list time –when everyone has a list of things they think you should watch or read or think. I am beating the rush and sharing a great list of simple, short habits that can improve your life. So many self-improvement ideas require some serious, lifestyle-changing effort, but these are […]

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