Financial Growth
Are 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…
Read MoreWhat to Teach Your Children About Finance
Parents of all income levels worry about their children’s financial savvy. But for affluent parents, the worry becomes magnified. In an earlier blog post, I wrote that most wealthy parents…
Read MoreFive Ways to Undermine Your Savings
Saving is important, no matter what your income or age. However, too few Americans save to the extent that they should. Often, people will undermine their savings habits by committing…
Read MoreA lesson to be learned from the stock market Twitter scare
A recent article in the Wall Street Journal underscores what I’ve said before when discussing the fiscal cliff: don’t mind the hype. Surrounding the fiscal cliff, media stories were filled…
Read MoreYounger generations could be worse off than their parents
According to a recent study from the Urban Institute, younger generations may be worse off, now and in the future, than their parents before them. According to the study, which…
Read More5 Essential Fiscal Cliff Lessons
It all became clear to me…when I turned off the media. It is hype. It is fear based. And most of it isn’t helpful to where you and live everyday.…
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