General

Demand No More Jargon or Lingo

When Americans travel overseas the tendency is to talk s-l-o-w-e-r and LOUDER. It’s actually quite humorous to observe, but the results are futile. When my wife lived in China she quickly realized that taxi drivers would default to nodding yes to English directions, or poorly spoken Chinese. After one long expensive circle around Beijing, she…

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Billion Dollar Business Secrets Revealed

WILL YOU BE MY GUEST?  Your are invited to join me for an incredible opportunity to go behind closed doors to learn the: “Business-Building Secrets of 45 Entrepreneurs Who Started and Sold Businesses Worth Millions”. What if you could learn how 45 entrepreneurs took their business from scratch to over $100 million, not just once…

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The Cost of Bargains

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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Avoid Unnecessary Costs

Count the Costs… Beat the Odds  What is failure? When it comes to people who have accumulated assets for retirement (wealth), one part of the definition of failure would include “the involuntary loss of control of assets.” Once you’ve worked your whole life to achieve financial independence you have the option to make it last…

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How To Get Unstuck

“Do you control your business or does your business control you?” That’s a great question whether you’re an entrepreneur or executive. Freedom comes as a result of controlling your business or career in a way that keeps you excited about going to work each day.  Or your freedom might come from selling the business or…

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The Law of Diminishing Return

The Law of Diminishing Return 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 their businesses where they can…

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When Success Leads to More 

You may not feel wealthy but you are successful. From a money standpoint, once you have accumulated over one million dollars in net worth you are among the three out of one hundred Americans who have achieved such financial success. Being in this exclusive group of Americans was not a mistake and didn’t happen by…

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Your Next Financial Move

Jim is at a crossroad.  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: How can I be sure I don’t…

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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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