Buy Experiences, Not Stuff. Here’s Why.
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really […]
Preparing Heirs for Their Inheritance
Are your heirs ready to deal with wealth you may be planning to pass on to them someday? Inheritors often struggle with their windfalls in […]
Don’t Get Duped by Informal Fallacies—in Business or in Life
When people want to get their way, in business and in life, they may resort to phony claims and false arguments instead of the truth. […]
A Note to Clients About Your Asset Management Process
The note below is what I shared today with a Client and want to share with you too… This is no doubt a uncomfortable situation. […]
Which Planning Process Is the Best Fit for You?
Planning for a successful future isn’t homogenous. It simply can’t be. The needs that you and your business have are likely to be different from […]
The New Challenges of Estate Planning
The challenges of estate planning are being exacerbated by the growing phenomena of ‘gray divorce,’ or the breakup of marriages among couples who are over […]
Stress Testing Your Wealth Plan: Three Keys to Success
More and more families are double-checking their wealth plans to determine whether those plans are really up to the tasks assigned to them. But to […]
The Need for Wealth Management Before and After You Sell Your Business
Congratulations—you’re selling your business for big bucks! Have you planned for the big windfall that’s coming your way? If not, you may be putting your […]
Are there 12 Steps for Financial Success?
Are there 12 Steps for Financial Success? Here’s what I came up with.
How Playing the Long Game Could Help Build Wealth and Success
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having […]