Posts by admin
The Economy You Control
In these volatile, uncertain times, there doesn’t seem to be much left for which we have much control. There are aspects we can’t control such as the attitudes and behaviors…
Read MoreIs There Something I'm Missing…
Glenn and Nancy have been what most would consider successful and even some would consider wealthy – although they don’t feel this way. Yet they know they have been blessed…
Read MoreBecause It Is Personal…
At least it should be. Fred and Millie Cargill had been married forty years. Although they both came from what most would consider to be humble beginnings, their families wanted…
Read MoreTo Give Or Not To Give…
It seems as if the world’s billionaires are in a race to see who can give away their money the fastest. Warren Buffet famously pledged to give away 99 percent…
Read MoreEducate Your Heirs
Because building this matters more than the money If you were to ask a class of Kindergarteners what their parents do for a living, the answers can be amusing. You’ll…
Read MoreBe Intentional with Your Legacy
Inspiring a legacy Dick was the owner of one of the largest recreational vehicle retailers in the country. He had asked the youngest of the three children, Loren, to work…
Read MoreTake Control of Your Money
To steward and decide what’s best for you, your family and your future… and remove what potentially stands in the way. Jim and Marge attended one of our retirement briefings…
Read MoreFind Friendlier Waters
The health event arrived and he wasn’t prepared… not financially anyways. He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and…
Read MoreMaking the Complex Simple
Complication seems to be the way of life these days. And we long for the… simple days. Yet we don’t desire for the complex to go away because that is…
Read MoreWhich "CEO" Are You?
Two CEOs are better than one! There are two CEOs in most wealthy families. There is the chief executive officer, and the chief emotional officer. The chief executive officer understands…
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