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2023 Could Suck. Don’t Let It
- by: Hank Berkowitz
- December 29, 2022
No CommentsNot to dampen the Holiday spirit, but 2023 is not shaping up to be a banner year. We’re heading into a recession. Inflation and wages are still too high. The Fed will continue raising rates near-term. That means continued headwinds for the stock market, the housing market and for borrowers. Meanwhile, we have a divided
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Test Drive Resolutions Now (or they won’t stick in ’23)
- by: Hank Berkowitz
- December 5, 2022
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
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
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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The Power of Sports
- by: Hank Berkowitz
- October 6, 2022
Let’s face it; these are not the best of times. The economy and financial markets are in turmoil. Natural disasters are coming at us more frequently and more ferociously than before. The country is more divided then ever. Covid refuses to give up. The Russia Ukraine crisis grinds on and we may be on the
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Overcoming ‘Smartest Kid in the Class Syndrome’ When Writing or Speaking
- by: Hank Berkowitz
- September 12, 2022
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
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
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
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
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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