It seems so simple: name the beneficiary and be done. You never need to think about it again. Interestingly, one of the hardest things we do in our practice is helping clients manage beneficiaries. I suppose one of the problems
Setting Finish Lines – Just How Much is Enough? If you are reading this, you are almost certainly “rich” by historical and world standards. Up until late in the 18th century, the typical life was one of survival, not abundance.
Why planning? I’ve been in this business for four decades now. The longer I’m here, the more I believe and see examples of why planning is good. Less stress, better prepared, and better reactions because: Organization We have thought through
Decisions: Based on facts or delusion? What do we believe about life, politics, and circumstances? Much of what we believe is based on what we hear. What we take in from the news media, radio, and talk shows hosts a
Needle in the Haystack Pop quiz! Question 1: Do stocks outperform one-month US Treasury Bills? Question 2: Are individual stocks likely to outperform one-month US Treasury Bills? You might say, Craig, those two questions are asking the same thing! And
Who will win in your life? Will you become a statistic that the majority of people in the richest country in the world retire with less than $50,000 in the bank? Success…… is that created from emotion. When we are emotional
It is interesting where you learn something. I was sitting in a meeting, bored, tired and only half listening when the speaker said how the word ought is the most useless word in the English language. That got my mind
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Remember those old Michael Jordan commercials? “I wanna be, I wanna be like Mike…” Well, how about wanting to be like Ike, as in Dwight D. Eisenhower. Supreme Allied Commander of joint military forces during World War II, and after
Beware the Ides of March. NO! Beware the soothsayer! Remember reading Shakespeare in your high school English class? The classic work of Julius Caesar gives the prognosticating soothsayer these words, “Beware the Ides of March.” As it turns out, the