DLJ Wealth & Tax Services - July 2021

The Good News "And some of the parts that seem weakest and least important are really the most necessary." 1 Corinthians 12:22

Last month, I asked you to join me on a five-part challenge to answer the question, “What do YOU stand for?” In June, we covered what you stand for in your work or retirement. This month, we will move on to another important area: family and relationships. Think about what you stand for in your family and the other important relationships in your life. Are you the problem-solver, the comforter, the challenger, the cheerleader, the accountability partner, the antagonist, the judge, or the peacemaker? These are just a few examples to help you start thinking about the roles you live. Grab a piece of paper and write down a few of those roles you play on a regular basis.

Now, think about each close relationship you have. Do you play a different role in each relationship? Of course you do! The most important thing is not that your role is always the same, but that you are the person you want to be in each relationship. Can you think of a relationship in your life where you played a role that was not aligned with your core beliefs or who you wanted to be? Maybe you felt your role was appropriate, but it still kept you up at night or made you uncomfortable and anxious. Those are signs that the relationship may be toxic and goes against what you stand for. On the same piece of paper, describe your role and how you felt about that toxic relationship.

BRAIN BREAK

Now think about the 10 people you have the most contact with on a daily or weekly basis. On a new piece of paper, divide the page into four columns.

• In the first column, write down the name of each person you have regular contact with (boss, family member, coworker, neighbor, teacher, friend-of-friend, etc.). • In the second column, write down the role you play in each relationship. Don’t just write “boss” or “supervisor.” Write what type of boss or supervisor you are: mentor, teacher, coach, taskmaster, etc. • In the third column, write down how you feel after being around that person. • In the fourth column, write an “A” in each row where the relationship aligns with who you want to be. (A blank may be appropriate if the relationship is toxic!) Most of us have at least one unhealthy relationship that brings out the worst in us. So, what can you do about it? In that blank space, write down what you will do next time you interact with that person so you can stay true to yourself. The person may not like your new response, but it will bring you peace. That is what living by what we stand for gives us!

3 DLJTAXSERVICES.COM • DLJWEALTHSERVICES.COM Advisory services are provided by DLJ Wealth Services, LLC. DLJ Wealth Services, LLC is a registered investment advisor. Tax advice is provided through DLJ Tax Services, LLC, a separate legal entity, but both companies are owned by Deb Matz. DLJ Wealth Services, LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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