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Financial Insight Online - Shari's Personal Blog for Clients and Friends

This blog contains relevant financial information, office and personal news, as well as my latest thoughts on the market....including the latest Financial Insight column from The Huntsville Times. All opinions are those of myself and not Raymond James Financial Services or their officers and directors. For more information on our firm, please visit the Investor's Resource website.

Thursday, February 7, 2008

Personal 2008 New Years Goals

Many of you know that I'm a big fan of New Years. It's a chance to throw out the OLD (i.e. what's not working), correct all your problems, and bring in the NEW! I think it's a wise thing for us all to take time to remember how blessed we are and make some intentional changes in our lives to better ourselves. We can be a better person to others if we better ourselves. So, here are some of my goals for the new year.

1. Take off Fridays. Use it as a day to read, have lunch with a friend, volunteer for a community project, or do something non-work related!
2. Make a "date night" for Jamie and I each week. Have a "personal night" at least 1-2 times a month.
3. Take up tennis - - again!!!!
4. Add 10 clients with at least $1 million to invest who also need ongoing financial coordination from our consulting department. Yeah, I know this is a business goal, but it's personal time and interaction that will make this happen.
5. Do some reading on Christian books and those of other religions to better understand my 'path'.
6. Spend some more time with my mother-in-law, who is GREAT.
7. Do something special for our niece, who is about to be a teenager!
8. Complete a house renovation that will transform the "Burnum Manor" as we know it!
9. Take 2 big trips.
10. Reach for balance - daily.
11. Meet with some key people who know more about living and our world's issues than I do. See what they think our solutions are and begin to formulate how I might communicate these to others. We have a whole generation of older people whose stories need to be told.
12. Raise some funds for our church foundation.
13. Leave behind activities that focus my attention on building, building, building. Instead, focus my attention on maintaining and giving away.