The Power of Invitation
Category: Financial Planning » Charitable Giving
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
A Rude Awakening — You Need an Estate Plan Today!
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
The Second Home: A Different Kind of “Bond” Investment
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
The Magic of Writing a Letter
Category: Financial Planning » Behavioral Finance
How the magic of writing a letter could help convey your intentions to a beneficiary.
Business Owners, Beware of the “Missing Middle”
For many family businesses, the lack of clear succession plans is the most significant challenge.
Preparing the Next Generation: Three Keys to a Long-Term Mindset
Category: Financial Planning » Closely Held Business
How do we prepare our young people to lead and do it quickly?
Money Silence Hurts Families – Three Tips to Break the Cycle
Category: Financial Planning » Behavioral Finance
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.
Embrace Uncertainty and Teamwork – Insights from the Men’s College World Series
Category: Financial Planning
Expect uncertainty and embrace the power of teamwork. We counsel clients to focus on the things they can control, like how much they are spending, saving, and investing rather than letting uncertainty shred their peace of mind.
A Financial Advisor’s Morning Routine: Why I Broke Up With “Breaking News”
Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.