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
Confidence! Confidence is often our best friend in competition, sports, or being a businessman. When can confidence be a problem? When we’re investing! If our confidence in investing is centered on markets, this is troublesome. We will surely lose if
Let’s enjoy the holiday season! Many people can only find joy by giving. Of course, some people think that the only joy they can find is from receiving! I believe joy comes from confidence. Confidence in our plan. Confidence in
It is the Season – To worry about things, we cannot control, nor that may even have much effect on our day-to-day life! The political season is just starting. Everybody knows who they hate and mistrust; no matter what they
Staying Found Years ago, Melinda and I hiked the Pacific Crest Trail (PCT) from Ashland, OR to Manning Park, British Columbia. We learned a lot about ourselves during the roughly 900 trail-mile trip, celebrated our first wedding anniversary sleeping on
Who owns today? We often give our day up to those we don’t know. We look at Facebook, TV, or some form of media. We may not know whose agenda we are hearing, but we still let it impact our
Everything You Own A realtor friend jokingly congratulated me on purchasing my home in 2009 by saying, “Welcome to the class of ‘home-moaners’!”. Get it? Homeowners constantly moan about their property’s maintenance, upkeep, and to-dos. If you’ve owned a home
It’s interesting that as life goes on, I watch myself get old. Today at 60, many things have changed. Cars are faster and more efficient, people are busier, communication is immediate, and we are much more casual in how we