What Would You Do?

What is life? We’re born, go to school, get a job, get married, have kids, retire and die. Is this all it is? A few days ago, I reached out to a client and left a message just to check-in. A few minutes later, he called me back and let me know that the night […]

Do You See the Forest, Yet Ignore the Trees?

How many times have you heard the phrase, “Can’t see the forest for the trees?” This refers to being so focused on the small details that someone fails to see the larger picture. In my experience, I’ve found that when it comes to planning for future financial success, most do the exact opposite. They see […]

The True Meaning of Wealth

Recently, Marta and I took a trip to Indonesia where we visited an orphanage we support, and also to Papua to see the progress of several schools we are building. It is interesting how our faith expands as we go through life’s different phases.  I am at a point in my life when I feel […]

The Rock-Paper-Scissors of Estate Planning

Do you remember the game Rock-Paper-Scissors? Perhaps you’re still playing. Sometimes when we simplify things, they make more sense. I’m going to simplify some aspects of estate planning using the rules from Rock-Paper-Scissors. Remember, paper trumps rock, rock trumps scissors, and scissors trump paper. See many people believe that because they have a will their […]

Why Widows Leave

There’s an obvious issue if research tells us that 70% of widows seek out new financial advisors after their husbands’ death. Part of the problem is that many of my peers have spent years developing relationships with only one partner in the marriage, the husband.  They may know very little about the wife and her […]