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Wealth Transfer Versus Estate Planning
When you think of estate planning, what comes to mind? Discussions or documents? Attitudes or attorneys? Discernment or death? Conversations or control? Timely transitions or tax efficiencies?
Continue readingWho Do We Trust?
The financial industry is fraught with stories of non-assuming individuals being taken advantage of by wolves in sheep’s clothing. There are also numerous professionals doing incredible work to help
Continue readingThe Paradox of Financial Freedom
As we drove from Arusha, Tanzania towards our safari in the Serengeti, I was struck by the number of partially built, concrete block structures that dotted the roadside. Some looked like homes, whereas
Continue readingWhat is Your Story?
We have all done it. I am not immune and neither are you. We have created stories about our financial lives that through iteration and embellishment, become realities. Some of these narratives
Continue readingLocation, Location, Location!
We are blessed to live in one of the most beautiful locals on earth, and we benefit from the growth in our real estate holdings over time. What does location have to do with your investment portfolio?
Continue readingThe Perfect Investment
Buy low, sell high. It sounds so easy. Is there an app for that? Financially speaking, whether you want to invest a large sum of money from an inheritance, business sale, rollover from qualified
Continue readingDissing the Dow
The Dow Jones Industrial Average is made up of thirty significant stocks ranging from American Express to Walmart. Created by Charles Dow, who’s firm gave birth to the Wall Street Journal, it is considered
Continue readingThree Questions to Rock Your World
Living Life Forward with Passion and Purpose Don’t read further unless you can spend more than the cursory 90 seconds it takes to peruse 700 words. The content will take you some time to consider
Continue reading“One Man’s Trash is Another Man’s Treasure.”
Trash or Treasure? My parent’s Christmas gift was to carve out time to spend in their home to declutter and organize. Think the 12 days of Christmas with subtraction instead
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