Archive for May 2014

What Would You Enjoy Giving?

Noblesse Oblige  This French phrase (pronounced noh-bles-oh-bleezh) incorporates the idea that privilege entails responsibility.  It was used in reference to people of noble birth because they were the people at the time with an abundance of financial means and it assumed an individual had the responsibility to lead others. In English, the term carries a…

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Feel Your Financial Planning

If you knew that you had one day left to live, who would you enjoy your final hours with and what would you be doing with them? What if the feelings—those emotions—around the moments that matter most to you drove your wealth planning? This is the hidden secret to getting excited about planning. Wealth is…

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Are You Being Asked the Right Questions?

Are you being asked the right questions about your money? If you don’t answer them, Uncle Sam will answer them for you. Asking the right questions will lead you down the path to clarity, confidence, and peace of mind.Consider these commonly asked questions: How much do you want each of your heirs to receive from…

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A Seed Only You Can Plant

You have been made “for such a time as this”  Have you ever wondered ‘why me of all people have I been give the position and resources to have the influence I have or could have?’ Long ago, a Jewish woman Esther became the Queen of Persia. Unaware of her Jewish heritage, King Ahasuerus chose…

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What Would You Enjoy Doing?

Lifestyle Freedom is about more than money… it’s doing what matters – to YOU! —————————————————————- What’s holding you back?  Susan T. Buffett, the late wife of billionaire Warren Buffett, was set to inherit her husband’s fortune with plans to then give it away. Sadly in 2004, she died at the youthful age of 72. In…

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How Do You Look At Your Wealth? |

What do Apple, Amazon, Starbucks, and your Estate all have in common? Their success depends on carefully thought-out and executed strategies. No successful business would even consider operating without a thoroughly constructed business plan in place. Successful wealth planning also depends on careful consideration and well-executed strategies—and yet most wealth and estate managers don’t seem…

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Stop Squandering Your Greatest Resource

Your time is precious. It’s also your most limited resource, while your abundant resource is money. The question then becomes: What amount of money would you give for more time to do what matters most to you? This is not a question asked during traditional planning—but it should be. After all, when it comes to…

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Three Words for More Options

You’ve worked hard and now there are outstanding opportunities available to you because you have choices. Too many don’t take advantage of the choices they have. They squander away their resources because they don’t know the options available or they don’t know how to decide on the right options for their situation. What’s missing is…

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This Matters More Than You Think

Your wealth is more than your money.  In fact money is only a tool to accomplish something that matters… to you! Because you’re still alive you haven’t totally fulfilled that purpose yet. You have the unique opportunity and the resources to inspire others, particularly your family, and others for greater good in the world. Do…

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Do You Have A Good Answer to These Questions?

Perhaps you’ve been told, “You’re fine. You’re all set.” These are easy words to say that should be backed by proof.  You should feel and know you’re on track not because someone said you are… because you know you are. More important than what others say you should feel about your present and future is…

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