Not Fiscal Cliff Discouragement…Personal Peace (part 3)

By admin | March 4, 2013 |

I find most wealthy people tied up in knots about their wealth and what to do with it…not literally and certainly not visibly. In fact if you asked them they’d…

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Not Fiscal Cliff Restraints…Personal Freedom (part 2)

By admin | March 1, 2013 |

Does understanding tax law ever make you feel handcuffed and unclear about the best decision to make about your wealth? If so, you’re not alone. It is said that Joe…

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Five Financial Mistakes to Avoid in 2013

By admin | February 27, 2013 |

It is already February and by now new year resolutions are beginning to fade if not already given up on at this point.  This is really okay – no guilt…

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Not Fiscal Cliff Impact…Personal Impact (part 1)

By admin | February 27, 2013 |

The missing ingredient in the fiscal cliff tax law changes isn’t understanding the tax law, but hope. Click here to read previous. As I introduced in the previous, hope is…

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What the fiscal cliff deal means for you

By admin | February 25, 2013 |

For much of 2012, the fiscal cliff—and the possible changes it could bring—was on nearly every American’s mind. You’re probably wondering what the fiscal cliff deal means for you and…

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The New Face of Retirement

By admin | February 25, 2013 |

There is a trend among executives to find less to do. Take things off the to-do list.  To simplify an activity list that never gets completed. I’m in favor of…

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Scott Noble Gives Presentation to Advisors

By admin | February 22, 2013 |

Scott Noble, co-creator of Wealth With No Regrets® presents to industry veterans case studies about getting results in planning. Find out more here.

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Gaining Wealth…

By admin | February 22, 2013 |

The search. The struggle. The reward. There are no shortcuts, which is the good news because it is the movement towards building wealth that captures our mind, emotions, and energy…

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What does the fiscal cliff mean to you?

By admin | February 22, 2013 |

There are so many advisors explaining the tax laws to their clients about the changes in tax law as a result of the fiscal cliff legislation. It all sounds like…

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A Billion Dollars Redirected

By admin | February 21, 2013 |

Being charitable is one of the great privileges a wealthy person has and stewarding the gift is one of the great responsibilities of a charity.  When the values of the…

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