More 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 More

Do 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 More

Turn 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…

Read More

The Cost of Bargains

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 More

Avoid Unnecessary Costs

Count 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

How To Get Unstuck

“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 More

The Law of Diminishing Return

The 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 More

When Success Leads to More 

You 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 More

Your Next Financial Move

Jim 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 More