General

You Don’t Have to Feel the Sting of Regret

As the war was coming to an end in the epic Steven Spielberg classic, Schindler’s List, Oskar Schindler, beautifully played by Liam Neeson, lamented to Itzhak Stern on his regret at not being able to add even more names to his list of those he had been able to save. “I could have got more.…

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If Only Macbeth Had Waited

Shakespeare’s Macbeth is a power literary character. More than his memorable lines (“Out, out, damn spot!”), he is a perfect example of a person whose success led him to a tragic ending.

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Say No to the Quick Fix

In my interviews across the country with some of the most successful business owners and executives I often heard this request, “I wish someone could help me think through my wealth planning opportunities and concerns without trying to sell me something.” “Can you relate to that sentiment? No group is more targeted by product salespeople than the…

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Write the Ending To Your Own Story

Of all the books purchased on amazon.com 87% are purchased as a gift.  This is amazing to me because I’m a reader of about a book a week.  Why?  Because as I’ve studied the most successful people in our country they have large libraries and small televisions. Not to mention, haven’t you ever read a…

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You Have A Choice!

Disney World is a regular stop for our family vacations because it always delivers a first-class experience and an abundance of choices.  As a regular visitor we take great advantage of shorter lines, which first timers rarely discover until it is too late to take advantage… Disney’s “Fast Pass”.The “Fast Pass” takes you to the…

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Is There Something I'm Missing…

Glenn and Nancy have been what most would consider successful and even some would consider wealthy – although they don’t feel this way.  Yet they know they have been blessed with enough resources that they feel responsible to be good stewards. For Glenn, stewardship is first and foremost about NOT paying more in taxes than…

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Educate Your Heirs

Because building this matters more than the money  If you were to ask a class of Kindergarteners what their parents do for a living, the answers can be amusing.  You’ll hear everything from, “My daddy talks on the phone” to “Mommy wears tall shoes and comes home with a headache.” It’s understandable; they’re five. The…

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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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Find Friendlier Waters

The health event arrived and he wasn’t prepared… not financially anyways. He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and preserving it. Now it was scramble time – to get everything financial in place as it should be at a time when energy is better…

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Making the Complex Simple

Complication seems to be the way of life these days.  And we long for the… simple days. Yet we don’t desire for the complex to go away because that is what comes along with having wealth, success and influence. Simplicity is important because its CONFIDENCE building – it says in a few words what something…

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