Plan Now Or Pay Later

By Barry Spencer | December 4, 2019 | 0 Comments

Think Planning Is Too Expensive? We are all going to die one day. Call it morbid or glass half empty—it’s just the truth. The government is counting on it; and when that day comes, someone in your family must complete IRS form 706, on which you must list every asset in your estate. It may…

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Focus on What Really Matters

By Barry Spencer | November 19, 2019 | 0 Comments

Shift Your Focus Focus is a term the best pro athletes know a lot about. It’s what enables Tiger Woods to block out all the noise and the press and be the best golfer in the world and what helps Labron James dominate the court. It’s also a big part of what helped you become…

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Bargains Can Cost You

By Barry Spencer | November 13, 2019 | 0 Comments

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

By Barry Spencer | November 5, 2019 | 0 Comments

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?

By Barry Spencer | October 23, 2019 | 0 Comments

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

By Barry Spencer | October 15, 2019 | 0 Comments

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

By Barry Spencer | October 10, 2019 | 0 Comments

  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?

By Barry Spencer | October 2, 2019 | 0 Comments

  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?

By Barry Spencer | September 11, 2019 | 0 Comments

  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

By Barry Spencer | September 4, 2019 | 0 Comments

  (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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Your Opportunity to Benefit

A simple way you can benefit is to request a complimentary and confidential 57-Minute Lifestyle and Retirement Freedom Conversation with Barry Spencer where he will identify with you your biggest opportunities and dangers at this current time. To request your complimentary conversation email or call (678) 278-9632.