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
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?
Does Your Workplace Cultivate a Championship Team?
I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.