Estate Planning
Cautionary Tales from the World of the NFL
Now that football season is in full swing, it seems fitting to share a cautionary tale from the world of the NFL, and more specifically of the late, great Joe…
Read MoreWhat Does Your Planning Sound Like?
Few of us can forget that scene (and that voice) from the iconic 1980s movie, Ferris Bueller’s Day Off, when actor Ben Stein gives the world’s most boring economics class…
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 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 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…
Read MoreDo You Know Where You're Headed?
If you set out on a cross-country road trip to some of America’s greatest destinations, wouldn’t you enter the desired destination or destinations into your GPS to be sure you…
Read MoreTurn Dreams in to Reality
After my father passed away and the smoke cleared from the mess of settling his estate I came to a sobering reality: Most of my father’s dreams for giving back…
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