Comments for Whole Hearted Way

Comment on Hello world! by A WordPress Commenter

A WordPress Commenter — Tue, 29 Jan 2019 18:34:25 +0000

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Comment on Build Wealth By Increasing Your Happiness and Your Net Worth by Fern Alix LaRocca

Fern Alix LaRocca — Tue, 26 Jun 2012 17:02:23 +0000

In reply to Sam Jonson. You are welcome!

Comment on Build Wealth By Increasing Your Happiness and Your Net Worth by Sam Jonson

Sam Jonson — Tue, 26 Jun 2012 16:03:21 +0000

Thank you for this.

Comment on A Sad Tale of Good Estate Planning Advice Gone Wrong by Charles Wilson

Charles Wilson — Sat, 10 Mar 2012 18:19:42 +0000

A very helpful story, Fern, and exactly what my risk management advice is to clients (and anyone else who will listen!): “Hire the right skills, not friends and family.”

Comment on A Sad Tale of Good Estate Planning Advice Gone Wrong by Bertha

Bertha — Fri, 02 Mar 2012 17:56:55 +0000

Wow! Don and I are starting the process of estate planning. This is good to know! Thank God you are there to help and coach the family! Bless your heart! Thanks Fern! Bertha

Comment on Black Death of a Financial Plan by Fern Alix LaRocca

Fern Alix LaRocca — Fri, 10 Feb 2012 23:43:21 +0000

In reply to Confidentielle.

It doesn’t have to feel like a huge sacrifice. Many people are smart, sacrifice, and save for security and also enjoy lavish vacations– it is all about planning for things and putting a priority on what’s important to you and what’s not. Thanks for sharing. -Fern

Comment on Black Death of a Financial Plan by Confidentielle

Confidentielle — Fri, 10 Feb 2012 10:27:22 +0000

Simply put…. You can be Smart. Sacrifice and Save, for Security. Or you can Spend, Splurge, and Squander. And be Stupid !….. What set of S’s do you cshooe to live by.

Comment on The 7 Steps to Build Wealth in 2012 by Fern Alix LaRocca

Fern Alix LaRocca — Fri, 03 Feb 2012 03:59:51 +0000

In reply to Kamil.

Kamil,
Thank you so much for sharing your “wealth” journey. I, too, have had many setbacks (over 28 surgeries). But I applaud your mindfulness in knowing when wealth management takes a back seat to family affairs and when to review your options. If there is any way I can help you, let me know.
Warmly,
Fern

Comment on The 7 Steps to Build Wealth in 2012 by Kamil

Kamil — Fri, 03 Feb 2012 03:31:05 +0000

Fern,
I agree with your advice and am trying to rebuild my “wealth” since my retirement(55) in 2006. I must admit that I have not been consistent,disciplined,focused and financially educated during my working life. I have not responded effectively with my financial goals when new career/lifes’ milestones occurred! Key ones are, firstly, when my late wife decided to resign from her bank managers job we had to live on a single paycheck paying off a mortgage,car loan and feeding 3 kids. Secondly, my eldest daughter,at this time was based in Vancouver for national(Malaysia) synchronised swimming training ,and we decided that she might as well continue with her education there. This was not part of the original education plan for the kids and it took a huge chunk of my retirement savings! Thirdly, my wife was diagnosed with cervical cancer in 2002 and passed away in 2005,prior to my retirement. Needless to say, my mental focus during those years was to be a caregiver to my wife and to care for the kids whilst working. It was a traumatic period during which wealth management took a backseat, and I only realized my financial predicament in 2007. So, based on my retirement needs/lifestyle, I have enough to survive for the next 10 years, and am constantly reviewing my options!
Cheers!
Kamil

Comment on Financial Planner Helps You Discover Your Money Personality by Fern

Fern — Tue, 16 Aug 2011 03:57:07 +0000

In reply to David Copperfield. Well said, David.