Create Values-Based Financial Health

and Enhance Well-Being through

                          Money Mindfulness                                        Insurance & Investment Strategies                                              Michael D'Apice                                                                           14 Mohawk Drive, Collinsville, CT. 06019                                                                           Phone 860-693-4919 | Cell 860-306-0096 | mdapice@cfsllc.com

Michael says, “While taking the first step is commendable...without direction it is still called ‘wandering’.”

Celebrating over 40 years of client-centric mentoring and service!

Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

 
 
A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Why you need a financial QB asap

Why you need a financial QB asap

A financial quarterback is someone who understands your finances and your life

Alzheimer's Awareness

Alzheimer's Awareness

Things you can do to reduce the risk of dementia

 

Ways to turn spending into savings

Try these simple steps to transform from being a spender to a saver

5 Tips for self-care in tough times

Self-care is a necessity for caregivers. Here are 5 ideas for making self-care fun.

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

3 tips for working moms to help ease the juggle

For women, achieving a healthy work-life balance isn’t a luxury — it’s a necessity for overall well-being

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

The connection between gratitude and money

Gratitude may play a part in the relationship between mental and financial wellness

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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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