Life & Planning

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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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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Do You Have a “Hall of Fame” Focus?

Ted Williams may have been the most focused hitter to ever play major league baseball. His .344 career batting average and 521 home runs prove that the precise strategy he used to predict what pitch might come next and the precision he brought to the plate clearly worked for him. He was also the last…

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Failing Forward into Success

Thomas Edison was both hearing impaired and fidgety. He only lasted three months in school where his teachers said he was “too stupid to learn anything.” He was eventually homeschooled by his mom. In talking about his invention of the light bulb, he said, “I have not failed. I’ve just found 10,000 ways that do…

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Are You Quenched?

Did you know that you could die from drinking too much water? It’s hard to fathom, but the very liquid of existence—our life-sustaining fluid—can be fatal if ingested in large amounts over a short period of time. It’s a condition, called hyponatremia, in which the level of salt in your blood drops too low, and it can be…

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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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You Don’t Need a Time Machine

In the 1980s classic film, Back to the Future, Marty McFly (played by Michael J. Fox) gets the rare opportunity to see what life was like back in 1955. Compared to today, it certainly seems like a simpler time. There were no reality TV shows, no Internet, no coffee pods, and the media wasn’t present in…

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What Does Your Planning Sound Like?

Few of us can forget that scene (and that voice) from the iconic 1980s movie, Ferris Bueller’s Day Off, when actor Ben Stein gives the world’s most boring economics class lecture and follows each point with his monotone, “Anyone? Anyone?” To me, it seems like most of today’s estate planning is as exciting as that…

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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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The Cure For What Ails You

If your go-to cardiologist says you have heart disease, and you take the medicine he prescribes but still have symptoms, what would you do? Do you think you’d return to that same doctor over and over again for the same prescription? How many times will you go to the same person while you continue to…

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