Posts by Barry Spencer

Bargains Can Cost You

Deceived by a Good Deal My father was a car enthusiast. He started with Cadillac and Lincoln and eventually graduated to Bentley and Rolls Royce. Despite his ability to pay full price, the real excitement for him was in getting a “deal.” When it came to estate planning, he looked at it through the same…

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Don’t Be a Statistic

Count the Costs… and Beat the Odds   What is failure? While it is different things to different people, one definition of failure for the affluent could be “the involuntary loss of control of assets.”   You’ve worked your whole life for the success you now enjoy; and yet, odds are your wealth will NOT…

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Quit While You’re Ahead?

The Law of Diminishing Returns The Law of Diminishing Returns in essence states that too much of something (even a good thing) will eventually lead to reduced production. Something we recognize more easily in others than we do in ourselves. Over the years, I’ve met with too many business owners’ who reach a point in…

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When Success Becomes Dangerous

Significance Versus Success Success can be dangerous. Yes, it’s important; and it’s probably something you’ve experienced a lot in your life. But if you’re not careful, it can also rob you of your final years of purpose. So ask yourself this: Do I have a success purpose or a significant purpose? You need something that…

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This can’t be all there is to life

  Made for “Such a Time as This” Long ago, a Jewish woman Esther became the Queen of Persia. Unaware of her Jewish heritage, King Ahasuerus chose her as his queen at a time when the Persians controlled most of the known world. Later she learned a wicked man named Haman requested that the king…

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What’s Your Next Move?

  What You Don’t Know WILL Hurt You Jim is at a crossroads. After 40 years, his highly profitable business—his passion in life—is still going strong. But with no successor within the family to take over his life’s work, what are his options for the future? He’s got some critical questions to answer: Who will…

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What Do You Say?

  Are You Blessed or Just Lucky?   “I’m just lucky I guess.” A statement I have heard from business owners, executives and even the philanthropically minded. But is that any kind of explanation for your success?   You’ve been moderately or maybe even greatly successful financially, but have you asked yourself how you became…

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Do Something

  (The Search for Significance) Don’t just sit there… “DO SOMETHING”. Because you can.  Because there is so much opportunity. Because everything you do matters – for you, for others and forever. The world around you is watching—and your choices about your money and your life are being noticed by family, friends and the community…

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When Indifference Hurts You The Most

  I Hereby Leave My Estate to Fido We’ve all heard the crazy stories where people gave their entire inheritances to their pets. Remember when hotel heiress Leona Helmsley famously left her Maltese a $12 million trust fund that disinherited her grandchildren? Most of us have got more important people and things to consider. Even…

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What We Can Learn from “Die Hard”

  Just One of the Lucky Ones? John McClane is one seriously unlucky guy. In all 5 installments of the Die Hard franchise, the iconic character played by Bruce Willis had a knack for being in the really wrong place at the really wrong time.   Here is a true story about another unlucky guy:…

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