Colman Knight Advisory Group

11/08/2024

We love focusing on the meaningful personal connections within estate planning. Thank you Marie, for inviting Knight to share Colman Knight's point of view with your audience!

In this episode of Fiduciary Voices Series, host Marie Swift welcomes Knight Colman, CFP®, CeFT® of Colman Knight Advisory Group, LLC, to discuss a more human approach to estate planning that moves beyond the traditional focus on documents and leg

11/08/2024

Thank you for hosting Knight on your podcast Rob! He had a great time talking about the special opportunities and challenges as the second generation after our genius founders, Gayle Colman and Rich Colman.

11/21/2023

The 4 Books 📚 that effected tangle change in my life and may do the same for you!

If you're looking for Actionable Steps 🚶‍♀️
to create habit change whether:

🩺Health
❤ Love
💰Money
🌞 General happiness and contentment

Here are my 4 book recommendations:

📖 In order of when I read them, I’ll share a little bit about each one with you

"The Happiness Project" By Gretchen Rubin

🌇I first came to know of Gretchen Rubin and her work at an entrepreneurial conference in NYC called Spark & Hustle created by Tory Johnson during the early years of when I was selling, Barefoot Books.

Gretchen presented tangle, tactile action she took over the course of a year, of her own Happiness Project, which she documents in her book, so named.

👩‍⚖️She is also a researcher and a lawyer, so her pragmatic approach appealed to my schooling in psychology and practical knowledge of human behavior.

📑The chapters of the book are organized by months! Each chapter has a few bulletpoints at the top delineating which habits she sought to implement to create change in her life. Everything is defined and made sensible and orderly. Who knew change could be so systematic, like a recipe?!?!?!!?

If you would like a recipe for cultivating more Happiness, at the very least more contentment in your life, grab/listen to "The Happiness Project."

Medical Medium by Anthony Williams
🍎This is a bit harder to tackle alone, for me at least. I hired a coach to walk me through some facets of this book, because I wanted to be significantly successful at implementing the proposed changes to my health that Anthony Williams writes about in his books.

I had his book for a few years, followed his work for over a decade. I made small changes, that didn’t last. Last year in mid-winter, I wanted big change, big LASTING change. 📈

For me this book, coupled with an accountability coach who walked the talk herself with this book, was the recipe for my success here.

"The Body of Money" by Gayle Colman
OOOOO buddy! Never have I ever, found a book about money that made me SO happy! 😁💰😁

Accessible, relatable, based in psychology and human behavior - Gayle speaks MY LANGUAGE.

And if I speak your language then Gayle’s writing is going to feel wonderfully comforting to you too, on a topic that can create so much tension, triggers and anxious feelings!! 😟

If money is currently uncomfortable 😫 from a scale of
"kind of" -> to -> "Holy F*ck don’t say the “m” word!"
- please pick up this book!

Then, if you are so moved to get your “M” matters in order, hire her firm - Colman Knight Advisory Group - you will feel more empowered in your money then you could ever imagine!

➡️My own new saying is "I like taking care of my money, and because I care for my money, more money wants to come to me because it wants to be taken care of too!" (This is the Law of Manifestation as it was meant to be practiced!) ✨💵

"Calling in the One" by Katherine Woodward Thomas

I’ll start by saying, I got him.
Maybe that’s all you need to know 🥰

Within the first week of finishing this 7-week course book, held in the camaraderie of a confidential, sacred, group space,
He arose, ...again. 💓
(We'd been together before. Life got in the way. Life brought us back together.)

It is not without its work, as any 2 humans will ebb and flow in their ease and sometimes the lack thereof,
yet,
when your heart feels complete and your Soul’s knowing is clear…
the work is far easier because the joy is ever deeper and more gratifying.

That's all folks!!!
What perfect timing with the holiday before us. If you have free time, with days off - these are some great books to consume if you are experiencing the nagging nudge to create change in your daily life!

Get out of the rut! Get into these books!

PS: Stay tuned for my next 📖 4 book recommendations that can help you expand into the world of
spirituality, deeper life purpose, soulful, self-help goodness!

📨I actually have an email list - would you like to join it? ❓
Then you'll always get these goodies and don't have to wait for FB to decide to put my posts on your timeline 😄
💌 Click here: http://eepurl.com/dPQinX

03/23/2023

What is your familiar tax preparation experience?
and
Taxation of Cryptocurrency

Productive Rest, CK Journals, and Personal and Financial Year-End

12/23/2022

Productive Rest,
CK Journals,
and
Personal and Financial Year-End

Productive Rest, CK Journals, and Personal and Financial Year-End

09/01/2022

Stranger than fiction.

Two decades of pat-downs, and there is little evidence that we are any safer.

08/31/2022

This article speaks to why fixed income securities have been so volatile.

Investors in the $23 trillion U.S. Treasury market are slicing up orders and switching to more easily traded issues, adapting to navigate periodic illiquidity that looks to get worse as the U.S. Federal Reserve reduces the size of its bond portfolio.

08/08/2022

Berkshire Hathaway experiences stock market loss, yet Warren is smiling. Watched as a microcosm of the greater economy, Berkshire shows resilience through market ups and downs.

(Reuters) -The slide in U.S. stock prices punished Berkshire Hathaway Inc's bottom line in the second quarter, as the conglomerate run by billionaire Warren Buffett on Saturday reported a $43.8 billion loss. Berkshire nevertheless generated nearly $9.3 billion of operating profit, as gains from rein...

06/23/2022

This article validates what we've been telling clients for many years:

- The largest survey of millionaires found that millionaires are made, not born.
- 8 out of 10 millionaires invest in their company’s 401(k) plan.
- 3 out of 4 millionaires said that regular, consistent investing over a long period of time is the key to their financial success.

The largest study of millionaires ever conducted shows that the key to becoming one is through regular and consistent investing over the long term.

05/06/2022

Dear Readers,
We came across an article about Medicare recently that we thought you might find helpful, detailing its costs. Unfortunately, many seniors arrive at Medicare age unaware of the associated premiums, deductibles, and additional costs for the approximately 50 million Americans in the program.

Medicare isn’t free; monthly costs past age 65 might shock users By Sally Pipes About 10,000 Americans turn 65 each day. Many soon might leave the workforce and claim the Medicare benefits they think they’re entitled to after paying Medicare taxes for decades in the workforce. But they might be ...

04/23/2022

Netflix might have captured the attention of the market, but I was more interested in the earnings of Proctor and Gamble. In particular, their report’s forward guidance about the consumer.

Welcome back to our weekly market recap. Before we get to it, let me say that I look forward to being back on video next week. Over the past two weekends I have had a couple of trips—to Chicago to celebrate Passover with my girlfriend’s family, and a wedding in Charlotte, NC this weekend. I […...

04/16/2022

The real market mover on everyone’s mind is inflation. Both the CPI (Consumer Price Index) and the PPI (Producer Price Index) came out this week, and we need to talk about it.

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