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?
Retire To do WHAT
Category: Financial Planning
Retirement is Just the Start!
Category: Financial Planning
We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.
Talking About Money
Category: Financial Planning » Family Governance
Semper Paratus
Category: Foster Group
Semper Paratus
Category: Foster Group
Devotion to Duty
Category: Foster Group
Generous Giving is Meaningful Living!
Category: Financial Planning » Charitable Giving
My wife taught me to be a giver. She gave me plenty of opportunities to “practice” giving until I began realizing that it was fun, and it actually made me happier!
Feed the Beast
Category: Financial Planning
Blind Spots
Category: Financial Planning » Behavioral Finance
Discover the Real Meaning of Financial Independence
Category: Financial Planning » Behavioral Finance
In my daily work with clients, the question often comes down to, “How much do I need to retire comfortably?” My usual answer is, “How long are you going to live, and what do you want to eat?!”
My Strange Family
Category: Financial Planning » Family Governance
10 Things I Learned About Money from 80’s Music
reviewed and approved.
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
What is your Legacy?
Category: Financial Planning » Behavioral Finance
We create a legacy through a long series of intentional choices. Discussing things that are more important than investment returns and account allocations, leaning into the heart of things that really matter and put together a plan to achieve those things.