Preparing the Next Generation: Three Keys to a Long-Term Mindset
Category: Financial Planning » Family Governance
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 » Family Governance
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.
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?
Three Ways to Teach Kids Important Financial Skills
Category: Financial Planning » Family Governance
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
How to Start Talking with Kids About Money
Category: Financial Planning » Cashflow
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.
Preparing Your Heirs for the Great Wealth Transfer
Category: Financial Planning » Family Governance
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.
What Does It Mean to Be an Investor? – Part Two
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
Your Legacy Can Be More Than Money
Category: Financial Planning » Estate & Transfer Planning
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?
Three Ways to Teach Kids Important Financial Skills
Category: Financial Planning » Family Governance
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
How to Start Talking with Kids About Money
Category: Financial Planning » Cashflow
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.
Preparing Your Heirs for the Great Wealth Transfer
Category: Financial Planning » Family Governance
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.
What Does It Mean to Be an Investor? – Part Two
As you peek into the future – hopefully one with greater discretionary time and money – do you envision yourself increasing or decreasing your investment in the well-being of the people close to you and the world in general? Do you see yourself sticking close to the mess of the world or investing in ways that escape it?
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
Your Legacy Can Be More Than Money
Category: Financial Planning » Estate & Transfer Planning
In the end, your legacy is the lasting influence of the gifts you give, both during your lifetime and when you are gone. What do you want yours to be?
The Four Uses of Money
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
My General Contractor and I
Category: Financial Planning
That’s when I realized, constructing a basement wasn’t all that different from constructing a financial plan.
How to Make Sense of Goals You Set
Category: Financial Planning
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.
Kids These Days Aren’t Even Taught How to Balance a Checkbook
Category: Financial Planning » Behavioral Finance
The truth is, there’s a huge need for all of us to help the people around us make wise decisions with regard to money.
My Strange Family
Category: Financial Planning » Family Governance
Strengthening Marital Bonds with Orange Juice
Category: Financial Planning » Family Governance
In buying Janna Orange Juice, both of us are getting what we want financially… let me explain.