Financial Growth

You Have Money… Now Can You Keep It?

What do Wayne Newton, Mark Twain, and MC Hammer all have in common? They all declared bankruptcy after amassing a great fortune through their trades and talents. Their cautionary tales seem to prove one commonly held belief to be true: Making money is not the hardest part—the hardest part is holding on to it.  

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Who Are They Really Serving?

What happens the moment you drive off the lot in your new car? You ask yourself: “Am I really getting a good deal here?” When it comes to buying a new car, it’s hard for either party to be truly objective. As the customer, that new car smell lures you in, beckoning you to make…

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It's No Small Decision

If you are married or have ever been married, you probably went on many dates with your spouse, or at least spent a considerable amount of time together before deciding to get hitched. For me personally, I courted my wife with runs together in the park, swing dancing, and long meals. September will be 15…

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How Much Is Enough… For You?

Norman Rockwell is one of the painters I had around my house growing up.  The one pictured here is one of his most famous, “Freedom from Want” and depicts a family having all they need.  What strikes me most is that the setting isn’t elaborate. It’s simple, relational, and cheerful. The ideals this image conveys…

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The BETTER Way To Learn

I love watching my eight-year-old and five-year-old play on the play ground.  They run and storm across the jungle gym with little regard for the downside of making a mistake.  When they fall, it hurts – them and me. They do learn how to approach the challenge differently the next time. Some say that experience…

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Let Go To Gain More Control

The lack of control is dominant in other countries.  For instance, arranged marriages still happen in other countries.  However, this seems absurd to Americans who find every way possible to get more control of our lives and futures. We want more control of our wealth too. Once you’ve accumulated enough money to have some measure…

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The Economy You Control

In these volatile, uncertain times, there doesn’t seem to be much left for which we have much control.  There are aspects we can’t control such as the attitudes and behaviors of others.  On the other hand, we can control our attitude and how we respond to the events around us. When it comes to your…

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Be Intentional with Your Legacy

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…

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Take Control of Your Money

To steward and decide what’s best for you, your family and your future… and remove what potentially stands in the way. Jim and Marge attended one of our retirement briefings and they took advantage of our free 57-Minute Retirement and Lifestyle Freedom Conversation.  They were in the office this week to talk about their more…

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Which "CEO" Are You?

Two CEOs are better than one!  There are two CEOs in most wealthy families.  There is the chief executive officer, and the chief emotional officer. The chief executive officer understands the assets and financial make-up of the wealth; the chief emotional officer is in touch with the relational influences of wealth on lifestyle and the…

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