Blog
Because 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…
Read MoreRight Coach, Right Results
I’m not a big pro football fan, but I enjoy watching the great teams play. They march onto the field with such confidence. They know exactly what they want to…
Read MoreMore Options, Not Less
What do more options provide you? More choice. More possibilities. Potential for better outcomes. We want more options in our cars, our phones and in our business. Yet most limit…
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