Deceived by a “Good Deal” My father was a car enthusiast. He started with Cadillac and Lincoln and eventually graduated to Bentley and Rolls Royce. Despite his ability to pay…
Read MoreCount the Costs… Beat the Odds What is failure? When it comes to people who have accumulated assets for retirement (wealth), one part of the definition of failure would include…
Read More“Do you control your business or does your business control you?” That’s a great question whether you’re an entrepreneur or executive. Freedom comes as a result of controlling your business…
Read MoreThe Law of Diminishing Return in essence states that too much of something (even a good thing) will eventually lead to reduced production. Something we recognize more easily in others…
Read MoreYou may not feel wealthy but you are successful. From a money standpoint, once you have accumulated over one million dollars in net worth you are among the three out…
Read MoreJim is at a crossroad. After 40 years, his highly profitable business- his passion in life – is still going strong. But with no successor within the family to take…
Read MoreNoblesse Oblige This French phrase (pronounced noh-bles-oh-bleezh) incorporates the idea that privilege entails responsibility. It was used in reference to people of noble birth because they were the people at…
Read MoreIf you knew that you had one day left to live, who would you enjoy your final hours with and what would you be doing with them? What if the…
Read MoreAre you being asked the right questions about your money? If you don’t answer them, Uncle Sam will answer them for you. Asking the right questions will lead you down…
Read MoreYou have been made “for such a time as this” Have you ever wondered ‘why me of all people have I been give the position and resources to have the…
Read MoreTop 10 Planned Giving Challenges
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