Archive for February 2013

Five Financial Mistakes to Avoid in 2013

It is already February and by now new year resolutions are beginning to fade if not already given up on at this point.  This is really okay – no guilt necessary – because to truly have a resolution requires commitment is three areas. To make a change in any area of your life requires the…

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Not Fiscal Cliff Impact…Personal Impact (part 1)

The missing ingredient in the fiscal cliff tax law changes isn’t understanding the tax law, but hope. Click here to read previous. As I introduced in the previous, hope is driven by three primary ideas: Impact, Freedom and Peace. Impact is the difference you are making in the world and will make as you continue…

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What the fiscal cliff deal means for you

For much of 2012, the fiscal cliff—and the possible changes it could bring—was on nearly every American’s mind. You’re probably wondering what the fiscal cliff deal means for you and your finances. A recent article in Forbes gives a helpful run-down of the changes that the deal brought, which include the following: Individual Tax Rates:…

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The New Face of Retirement

There is a trend among executives to find less to do. Take things off the to-do list.  To simplify an activity list that never gets completed. I’m in favor of living more simple lives but for the purpose of being more productive, not less.  The allure of sun, beach and golf every day in a…

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Gaining Wealth…

The search. The struggle. The reward. There are no shortcuts, which is the good news because it is the movement towards building wealth that captures our mind, emotions, and energy making us better and more fulfilled. The acclaimed artist and author Hugh of Gaping Void Art portrays this in his new piece of art: find…

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What does the fiscal cliff mean to you?

There are so many advisors explaining the tax laws to their clients about the changes in tax law as a result of the fiscal cliff legislation. It all sounds like blah, blah, blah to me.  If your advisors have not yet sent you a letter outlining the recent estate and income tax law changes, here…

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A Billion Dollars Redirected

Being charitable is one of the great privileges a wealthy person has and stewarding the gift is one of the great responsibilities of a charity.  When the values of the giver and the receiver align it is powerful to see the good work that gets done. Generosity is in my blood I guess you can…

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Introducing your No Regrets Personal Wealth CFO

Personal wealth has its challenges and its opportunities.  Who is in your corner to be certain you achieve all you want and when you want it? Among the wealth are business managers, accountants, attorneys, money managers…but who has your back?  Who has your interests ahead of their own?  Who cares about your life, wealth and…

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Fiscal Cliff Deal Comes with Estate Tax Changes

The fiscal cliff deal, passed at the 11th hour, comes with a great deal of changes, though we’re still waiting for spending cuts and debt ceiling talks. Fortunately for many, the fiscal cliff deal will maintain many of the estate tax rules of 2012, according to Forbes. The deal, made under the wire, prevented several…

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