Preparing Your Heirs for the Great Wealth Transfer
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
Preparing the Next Generation: Three Keys to a Long-Term Mindset
How do we prepare our young people to lead and do it quickly?
My Strange Family
My General Contractor and I
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
Money Silence Hurts Families – Three Tips to Break the Cycle & Empower Healthy Money Talk
If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.
Kids These Days Aren’t Even Taught How to Balance a Checkbook
Preparing the Next Generation: Three Keys to a Long-Term Mindset
How do we prepare our young people to lead and do it quickly?
My Strange Family
My General Contractor and I
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
Money Silence Hurts Families – Three Tips to Break the Cycle & Empower Healthy Money Talk
If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.
Kids These Days Aren’t Even Taught How to Balance a Checkbook
How to Start Talking with Kids About Money
A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
How to Make Sense of Goals You Set
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
Helping Others Grieve
Give. Laugh. Love.
Legacy is a strange topic. We all think about it, but it means something different to everybody. How do you want to be remembered?