Financial Growth
Do You Have A Good Answer to These Questions?
Perhaps you’ve been told, “You’re fine. You’re all set.” These are easy words to say that should be backed by proof. You should feel and know you’re on track not…
Read MoreWho is Helping You Make Rain?
A group of farmers had a struggling crop and didn’t know what else they could do. They recognized it was a drought, but what could they do about that… They…
Read MoreWhat Counts Better than Numbers?
A favorite movie of mine is The Thomas Crown Affair starring Pierce Brosnan as Mr. Crown, a billionaire businessman who makes money by acquiring cash-hurting businesses with great potential. An…
Read MoreWhat Difference Will You Make?
Is this too far to “fetch”… a $12 million trust fund for a Maltese? That is how hotel heiress Leona Helmsley famously disinherited her grandchildren. An outlandish story… or is…
Read MoreOnly You Can Do this
Don’t just sit there… “DO SOMETHING”. Why… because you can. Because you have something to offer. Because everything you do matters – for you, for others and forever. The people…
Read MoreAre You Blessed or Just Lucky?
Are You Blessed or Just Lucky? “I’m just lucky I guess.” A statement I have heard from business owners, executives and even the philanthropically minded. But is that any kind…
Read More6 Financial New Year’s Resolutions to Make
It’s that time again: the start of the new year. This means that many of us will be making new year’s resolutions—whether it’s eating healthier, staying in touch with friends…
Read More10 Wealthiest Counties in the U.S.
It’s no secret that in America, like most countries, wealth tends to congregate. Some areas of a state have a higher median household income, while other areas fall down the…
Read MoreFiscal Cliff and Property Valuation
There is much reason to now hold on to property until death on assets that are intended to be gifted to family especially if the assets are worth far more…
Read MoreFiscal Cliff Estate Tax Marriage Benefits
There is a provision in the estate tax law called “portability”. This means that any unused estate tax applicable exclusion amount of a deceased spouse may be applied to the…
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