HomeArticles by: Hank Berkowitz

Hank Berkowitz

  • Test Drive Resolutions Now (or they won’t stick in ’23)
    • by: Hank Berkowitz
    • December 5, 2022
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    Oscar Wilde once said: “Good resolutions are simply checks that people draw on a bank where they have no account.”  As humans, we’re not very good at keeping promises to ourselves. Take New Year’s resolutions. Year after year we promise ourselves: “After the Holidays I’ll get my fitness/finances/waistline/relationships back on track.” And what happens? They

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  • Finding Your Inner Writer’s Voice
    • by: Hank Berkowitz
    • November 15, 2022
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    8 powerful tips Have you ever listened to yourself on an answering machine message or cell phone voice recorder? Pretty cringeworthy, right? Well, that’s what it’s like when you don’t read back your written work to yourself before posting it lor publishing it. Sure, those words on the screen are yours, but it doesn’t really

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  • Are You a Writer or an Editor? Take Quiz
    • by: Hank Berkowitz
    • October 20, 2022
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    Many of you consider yourselves left-brained “numbers people.” But that doesn’t mean you can’t be a more confident writer or content shaper. The two skills are not mutual exclusive. In fact, you didn’t get to where you are today without having solid right-brained communication skills. What’s amazing to me is that many of you think

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  • Overcoming ‘Smartest Kid in the Class Syndrome’ When Writing or Speaking
    • by: Hank Berkowitz
    • September 12, 2022
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    One of the best things about my work is that I get to work with some of the smartest, hardest working and most insightful thought leaders in the financial advisory world. One of the worst things about my work is that I work with some of the smartest, most insightful leaders in the financial advisory

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  • Gen Z Poised to Reverse the Financial Literacy Slide
    • by: Hank Berkowitz
    • August 16, 2022
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    By Blaise Mazurkiewicz, guest columnist According to our firm’s annual CPA/Wealth Advisor Confidence Survey three out of five (63%) respondents believed that financial literacy and awareness has not improved over the past two years. Even more troubling, the data found financial advisors were more pessimistic about the younger generation’s financial future than any other generation.

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  • Writing in a Rut? Slow Down to Go Faster
    • by: Hank Berkowitz
    • August 3, 2022
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    Last month’s post about faster, clearer writing, generated a fair amount of feedback. Several readers asked how to get started when you’re staring at a blank screen or simply dreading the process of “putting pen to paper”? We get this question often during the Dog Days of summer because everyone’s on vacation, thinking about vacation

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  • Consistency Is Not Boring
    • by: Hank Berkowitz
    • July 14, 2022
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    On more than one occasion, my wife has accused me of being the most boring man in America. I eat the same thing for breakfast and lunch every day. I drink the same brand of beer every night. I wear the same five outfits to work (one for each day of the week). I’ve worn

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  • Keys to Faster, Clearer Writing
    • by: Hank Berkowitz
    • June 30, 2022
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    Mark Twain once said, “I didn’t have time to write you a short letter, so I wrote you a long one.” One of the biggest challenges for successful professionals is not coming across as the smartest kid in the class. When asked to do a presentation, author a guest column or write a forward to a colleague’s book,

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  • From Markets to Memorial Day Let’s Keep Things in Perspective
    • by: Hank Berkowitz
    • May 30, 2022
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    When thoughts turn to beaches, beer, barbecues and baseball over the three-day Holiday weekend, it’s easy to lose sight of what Memorial Day is all about. We’ve retail-ized the last weekend in May into the official “kickoff to summer” celebration. In reality, we’re supposed to be honoring U.S. military personnel who have died serving in

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  • Financial Literacy Month Should Last 365 Days
    • by: Hank Berkowitz
    • May 13, 2022
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    April and National Financial Literacy Month are in the rearview mirror. But that doesn’t we should take our feet off the gas pedal when it comes to addressing the nation’s financial literacy epidemic. According to our annual CPA/Wealth Advisor Confidence Survey, just one-third of financial advisors (38%) believe America’s financial awareness has improved in the

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