Let Go To Gain More Control

By admin | November 25, 2014 |

The lack of control is dominant in other countries.  For instance, arranged marriages still happen in other countries.  However, this seems absurd to Americans who find every way possible to…

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The One Time It's Okay to "Give Up"

By admin | November 25, 2014 |

Harold Turner held tightly to his business right up to the end. He was afraid to give up any ownership of the thing he’d worked his entire life to build. …

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The Economy You Control

By admin | November 12, 2014 |

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…

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Is There Something I'm Missing…

By admin | November 4, 2014 |

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…

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Because It Is Personal…

By admin | October 28, 2014 |

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…

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To Give Or Not To Give…

By admin | October 21, 2014 |

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…

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Educate Your Heirs

By admin | October 14, 2014 |

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…

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Be Intentional with Your Legacy

By admin | October 7, 2014 |

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…

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Take Control of Your Money

By admin | September 30, 2014 |

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…

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Find Friendlier Waters

By admin | September 24, 2014 |

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…

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Your Opportunity to Benefit

To learn more about how The Donor Motivation Program® may benefit you and your organization, request our complimentary guide, “The 37-Minute Planned Giving Landscape Conversation” with Barry Spencer by calling (678) 353-3355.