In a prior post, I compared the journey of our lives to that of a bus trip, and discussed how important it is to assess who we’ve invited to join us. Those on our bus can either add energy to,
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,
We have learned through the years that being positive, sleeping well, eating right, and exercising greatly impact our overall well-being. But, there’s a more significant factor shaping your ability to live the life you want. So, I ask, “Who’s on
What did you do with your tax refund? Do you remember? With every dollar, we have only four choices; spend, save, invest, or to give it away. So where did it all go? A couple of months ago, I saw
Every day we are engaged in a battle. You may not realize it but every day there’s a war being waged against you, your lasting happiness and financial success. It’s the War for Your Wallet. How many battles have you
It is interesting how our attitudes dictate actions. My job is to help people be prudent, but what does “prudence” mean? It means being reasonable with your actions and desires so that we put probability of success on our side.
Tax law is hardly a simple area of study–ask anyone going for their J.D. or Ph.D in the field and they’ll likely tell just how much of a headache it actually is. With tax season underway, we’re starting to see
Many people preparing for retirement feel like a kid on a road trip. “Are we there yet?” It’s the common feeling of anyone aiming for a destination. Unfortunately, for many future retirees it can feel like they are that cartoon