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Blog

Aaron Lieberman | Feb 28, 2025

The Psychology of Giving

Financial & Life Planning
Success/well-being
As an initial test of the relationship between spending choices and happiness, Dunn worked with graduate student Lara Aknin and Harvard Business School
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Aaron Lieberman | Jan 31, 2025

Values Define the "Rich" Life

Financial & Life Planning
Satisfaction & Values
Financial Life Planning is a holistic process that will first help you to clarify your values and then guide you in defining and designing your unique version
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Aaron Lieberman | Jan 24, 2025

The Magic of Appreciation in Money and Life

biography/money scripts
Satisfaction & Values
Success/well-being
The word “appreciation” has at least two important meanings and applications. In the world of finance, it refers to the increasing value of an asset. In the
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Aaron Lieberman | Dec 27, 2024

The Pandemic has Changed Perceptions of Wealth & Well-Being

research
Success/well-being
Transitions/Change
Recent studies indicate that the pandemic has prompted many to reevaluate the meaning and purpose of wealth. For example, the annual “Modern Wealth Survey”
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Aaron Lieberman | Nov 29, 2024

How to Nurture Financially Savvy Kids

Financial Literacy/Capabilities
Generations
Success/well-being
Helping the young people we care about to learn effective money management skills, and to adopt good financial habits and attitudes, is more important than ever
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Aaron Lieberman | Nov 22, 2024

Designing Your "No Rules Retirement"

Financial & Life Planning
Success/well-being
Transitions/Change
Our concept of retirement is undergoing a metamorphosis. Demographic, societal, and workplace trends have all converged to offer a stage of life—at mid-life
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Aaron Lieberman | Oct 25, 2024

The Essence of True Wealth

Financial & Life Planning
Financial Literacy/Capabilities
Success/well-being
It is important to keep in mind that cultural messages can have a profound influence on your financial attitudes and behaviors. Intellectually you can disagree
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Aaron Lieberman | Sep 27, 2024

Strategies for "Growing Happiness"

Goals & Objectives
In the past, little research has been conducted to discover what makes people happier. That's because this has long been considered an impossible quest. For
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Aaron Lieberman | Aug 30, 2024

What Does Retirement Mean to YOU?

Generations
research
Success/well-being
The Transamerica Center for Retirement Studies conducted a survey to explore the fundamental question, “What does retirement mean to you?” In selecting from a
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Aaron Lieberman | Aug 23, 2024

Making Room in Your Life for What is Most Important to You

Financial & Life Planning
Satisfaction & Values
Success/well-being
Bringing balance to a busy personal and professional life is truly challenging. In order to accomplish all that seems necessary, most people resolve to work
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Aaron Lieberman | Jul 26, 2024

The Power of Thinking About Retirement

Financial & Life Planning
Success/well-being
Transitions/Change
Individuals and retirement planning experts alike are recognizing that a successful and satisfying retirement experience depends on more than a healthy nest egg
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Aaron Lieberman | Jun 28, 2024

The Power of Vulnerability

purpose
Satisfaction & Values
Success/well-being
Dr. Brené Brown is a research professor at the University of Houston Graduate College of Social Work, and has spent much of her career studying the complex
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Pagination

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