Boomfish Wealth Group, LLC
(678) 278-9632
12600 Deerfield Parkway Suite 100
Alpharetta, GA, 30004
U.S.A

You Don’t Have to Feel the Sting of Regret

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unnamed (12)As the war was coming to an end in the epic Steven Spielberg classic, Schindler’s List, Oskar Schindler, beautifully played by Liam Neeson, lamented to Itzhak Stern on his regret at not being able to add even more names to his list of those he had been able to save. “I could have got more. I could have got more, I don’t know. If I just… I could have got more… If I had made more money… I didn’t do enough.”

Schindler saved over a thousand people’s lives, but he still felt the sting of regret at not being able to save more.

[Read more…]

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If Only Macbeth Had Waited

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Shakespeare’s Macbeth is a power literary character. More than his memorable lines (“Out, out, damn spot!”), he is a perfect example of a person whose success led him to a tragic ending.
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Say No to the Quick Fix

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unnamed (1)In my interviews across the country with some of the most successful business owners and executives I often heard this request, “I wish someone could help me think through my wealth planning opportunities and concerns without trying to sell me something.”

“Can you relate to that sentiment?

No group is more targeted by product salespeople than the affluent. It’s as if you wear a sign on your chest that says: “Please try to sell me something.”
The ultimate agenda of such sales personnel is to sell the product on which they’ll receive the greatest commission, or a product that elevates them to a higher level within their organization.
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Write the Ending To Your Own Story

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Of all the books purchased on amazon.com 87% are purchased as a gift.  This is amazing to me because I’m a reader of about a book a week.  Why?  Because as I’ve studied the most successful people in our country they have large libraries and small televisions. Not to mention, haven’t you ever read a book that changed your life?

There are a few books that have truly shaped the world as we know it. First there’s the Bible, the book that defines Christianity and life-change. Billions of people have lived their lives according to its text. Then there is the Magna Carta. Written in 1215, it is one of the key moments in the history of democracy. For Americans, the 1776 pamphlet Common Sense, written by Thomas Paine, is often credited with being the work that pushed the colonies to declare their independence from Britain. Don’t forget the Wealth of Nations by Adam Smith, which defined what we now know as free market economics.

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You Have A Choice!

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Disney World is a regular stop for our family vacations because it always delivers a first-class experience and an abundance of choices.  As a regular visitor we take great advantage of shorter lines, which first timers rarely discover until it is too late to take advantage… Disney’s “Fast Pass”.The “Fast Pass” takes you to the front of the line of your favorite attractions removing the stress of long lines and allows you to do more of what you want in the time you have at Disney.  Taking advantage of the “Fast Pass” is not really a secret, it’s a choice.When I ask people in our conversations about what matters to them most about what they hope their wealth will allow them to accomplish I ask: Are you charitably inclined?

Too often the answer is “no” and at other times the answer is “somewhat”.

The question is not whether you are charitable or not.  The reality is you are or will be charitable with your wealth.  The real question is: Do you want to be charitable voluntarily or involuntarily?

If you don’t choose to make charitable giving part of your wealth plan, Uncle Sam who is already a “member of your family”, will be sure you are – most likely to fund purposes you don’t believe in deeply.

The great news is this: You have a choice.

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Is There Something I’m Missing…

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Glenn and Nancy have been what most would consider successful and even some would consider wealthy – although they don’t feel this way.  Yet they know they have been blessed with enough resources that they feel responsible to be good stewards.

For Glenn, stewardship is first and foremost about NOT paying more in taxes than required under the law.  For Nancy, stewardship is about being sure she and her kids are taken care of.

They have done what they believe to be a lot of planning for the future over the 30 years of their marriage, but a nagging thought continues to linger in their mind, is there something we’re missing.

When I met them at our special briefing on tax reduction and retirement income I assured them they are not alone.  Although they felt some relief in knowing that, they asked what they could do.

I gave them two significant steps that too few people ever take.

Since money and planning are simply tools for achieving a bigger better future for you, and your family, you must STOP thinking about stewardship as a business decision.

The place to begin and remain focused on over the years ahead is your unique vision of the future and the priorities and goals that support that vision.  Once this is abundantly CLEAR, the solutions and steps to take simply fall into place.

These two steps also move you out of the quick sand of indecision which thwarts progress.

Have you written down your wealth vision, priorities and goals?

When is the last time you reviewed your wealth vision, priorities and goals?

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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LAST DAY! … ONLY 2 SEATS REMAIN…

“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement”

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Seats are already going fast… Your Choice on Thursday, November 6: 11:30 am or 5:00 pm.

Click Here To Access This Valuable Information

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“My success, part of it certainly, is that I have focused in on a few things.”

– Bill Gates

 

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Educate Your Heirs

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Because building this matters more than the money 

If you were to ask a class of Kindergarteners what their parents do for a living, the answers can be amusing.  You’ll hear everything from, “My daddy talks on the phone” to “Mommy wears tall shoes and comes home with a headache.” It’s understandable; they’re five.

The funny thing is, I’ve heard adult heirs say the same things, but in a different way.  They’ll say, “My parents worked hard and made a lot of money,” and that seems the extent of their knowledge. It’s as if many heirs have no awareness of what their parents did or what made them successful.  They don’t know the motivation and reasons behind the hours, days, and years of hard work.

Part of your “wealth responsibility” is to set straight the thinking of your heirs on the major stories behind your wealth.  Inspiring heirs involves telling (and even retelling) your story and allowing them to engage with you.  I call this concept story building.

Story Building: If I help my heirs understand me, they can better understand themselves.

Don’t expect or assume they will do exactly what you’re doing. But they will understand your intentions – your heart – because they have become part of your story.  The purpose is not to impress them or prove how successful or wonderful you are.  The purpose and outcome are to give them a stronger context for their lives and to honor the legacy of the family.

A complete inheritance-preparation strategy is guided by how you want to inspire your heirs.

START TODAY to build that story by telling your story – verbally, in writing and with pictures.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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Take Advantage of our FREE Special Briefing… 

“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement” 

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Your Choice on Thursday, November 6: 11:30 am or 5:00 pm. 

Click Here To Access This Valuable Information

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“Stories have to be told or they die, and when they die, we can’t remember who we are or why we’re here.”

– Sue Monk Kidd

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Be Intentional with Your Legacy

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Inspiring a legacy 

Dick was the owner of one of the largest recreational vehicle retailers in the country.  He had asked the youngest of the three children, Loren, to work in the business. But Loren wanted to build a career of his own.

After a number of years Loren changed his mind accepting his father’s invitation.  Then he started in the business with the only job an owner’s kid should, in an entry-level position.  Gradually he earned the respect of his co-workers and quickly gained greater responsibility.

The foundation of Loren’s success was established by his father at an early age teaching sound principles of honor, respect of others, hard work and stewardship.

It’s never too early – or to late – to inspire your heirs with sound principles of success.

It was just in time for Loren and his father. Dick was an avid runner when he was diagnosed with terminal pancreatic cancer.  At 58 years old, while Loren was just 30 years old, he was given just weeks to live.

Today the business is thriving with Loren at the helm and he continues to inspire his three young children with the same sound principles of success.

The right time and best time to inspire your heirs is TODAY!  Nobody is guaranteed tomorrow.  What is the one message or lesson you’ve been putting off teaching, inspiring, encouraging?

Do it now – pick up the phone, write a note, go to lunch… Take Action.

Loren is so glad his father did.

Learn about setting up your family for generational success at our next special briefing this Thursday at 11:30 a.m. or ONLY AT 5:00 p.m. and ONLY TWO seats remain.

Go to www.specialbriefing.com, or email [email protected], or call our office at 678-278-9632.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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TODAY Is The Last Chance To Take Advantage of our FREE Special Briefing… 

“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement” 

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Seating for 11:30 is SOLD OUT.  Only 2 Seats Remain for the 5:00PM Session. 

Click Here To Access This Valuable Information

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“Build your own dreams, or someone else will hire you to build theirs.”

– Farrah Gray

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Find Friendlier Waters

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The health event arrived and he wasn’t prepared… not financially anyways.

He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and preserving it.

Now it was scramble time – to get everything financial in place as it should be at a time when energy is better spent on what matters most – family, friends, making a difference.

Jerry had no choice at this point and worse yet he felt like he was swimming with sharks – advisors and product sales people who knew he was desperate and claimed to have the magic solutions to solve everything financial, but it seemed to be in their best interest and not Jerry’s.

And at this point Jerry didn’t have the time to truly understand his opportunities and dangers and knew he now had fewer options because he had waited and the time was ticking down.

Now Jerry was wondering what could have been possible had he got around-to-it sooner… he could have been swimming in friendlier waters!

The health event was now revealing all the possible ways he could have protected and preserved a lifetime of achievements, but there wasn’t time.

 You don’t have to feel forced to make decisions you don’t feel prepared to make… seize the lifetime and legacy opportunities available to you now and enjoy the benefits of protecting and preserving wealth – time with family, creating a legacy – with less worries!

Want to learn how to swim in friendlier waters? Click Here

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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Time Is Running Out To Take Advantage of our next FREE Special Briefing… 

“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement” 

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Seating is limited and is filling up quickly… find out more. 

Click Here To Access This Valuable Information

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“We grow a little every time we do not take advantage of somebody’s weakness.”

– Bernard Williams

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Making the Complex Simple

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Complication seems to be the way of life these days.  And we long for the… simple days.

Yet we don’t desire for the complex to go away because that is what comes along with having wealth, success and influence.

Simplicity is important because its CONFIDENCE building – it says in a few words what something is all about.

The great marketing campaign for Nike put what they were all about into a single simple phrase, Just Do It.

Great companies define their company in a page that includes a vision statement and values.

Why not with your personal wealth?

What your wealth is all about should be captured by a Wealth Vision Statement.  The money part of wealth should be understood in a page (and without jargon).

Having this IS the difference in making the complex simple which results in greater confidence about what you have and where you’re going.  And this allows you to live with greater confidence, peace of mind and less worries about the present or for the future.

Want to learn how to make your wealth situation simple and the difference it makes for your money, your retirement, your family and your future?  Click Here to learn more.

Wealth is more than money. Don’t just plan for your future, live it right now.

Pass it on and share the insights like this that you find valuable.

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FREE Special Briefing…  

“Income & Estate Tax Reduction: The 5 Simple Strategies To Use Today To Pay Less Income and Estate Taxes and Have More Money To Spend In Retirement” 

You may be thinking you’ve done all you can to have as much money as possible and know you, your family and your money are protected… at this special briefing we’ll reveal the biggest mistake even smart retirees make and how you can avoid them.

Seating is limited and will fill up quickly… find out more. 

Click Here To Access This Valuable Information

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“Everything should be made as simple as possible, but not simpler.”

– Albert Einstein

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