Retirement

Assess Your Wealth

Your Wealth of Assets Don’t miss this… opportunity. It’s an opportunity to assess what’s most important. Times of crisis provide the opportunity to pause and reflect. One beneficial area to reflect on is the most important and valuable “assets” we possess. It’s easy and natural to think about wealth only through the lens of the…

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Take Control. Consider the Source.

Celebrity Advice… Take Caution It seems that celebrities these days get quoted for things they know little about. Consider some of the even implied advice they give. Cher sang the advice… If I could turn back time If I could find a way… Put the words with a pleasing rhythm and you’ve got a blockbuster…

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Give on YOUR Terms

Give Today More Than Ever These are difficult days – and seem so surreal. I was thinking: Is there ever a good time for a virus? Never, of course. However, we have been here before: 2002 – SARS 2008 – Bird Flu 2009 – Swine Flu 2012 – MERS 2014 – EBOLA 2016 – ZIKA…

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Start Building Stories

Create the story you want told. The story you want told about you by your family and those you respect the most. A story of care, concern and respect of others. During difficult and unprecedented times like this one, we all need to write a daily story that thinks more about others than ourselves. This…

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Be Inspiring

Be Inspiring  When his dad turned over the reins of the business, Lawrence was ready. Lawrence learned hard work and the particulars of the business. Most importantly he had the very important value of having a positive mental attitude. Though he was the son of the owner of the very successful business, Lawrence started to…

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Take Ownership

It’s YOUR Money After my parents first met with a wealth planner, my mother told me, “I felt stupid in there.” I had listened to the conversation and felt the same way. The discussion was a one-way conversation about transactional options, and the advisers talked mostly about complex planning tools and why my parents should…

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Stop Swimming with Sharks

Find Friendlier Waters When my dad’s health started failing, he had no plan for his estate. I had no idea about the extent of his wealth or what he wanted to happen with his assets because we had never had a conversation about it. So I put together a meeting with an advisor (even though…

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Keep It Simple

Making the Complex Simple   If you’re affluent, you know all about complicated. The assets that make up your wealth are complex, and so are the solutions for handling them. But confidence comes when you learn to simplify the complex.   Believe it or not, you should be able to explain your wealth plan on…

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Forget the Jargon

Find Someone Who Speaks Your Language My dad’s estate plan confused him. He was an intelligent man, but the attorney’s complex legal language might as well have been in a foreign language. But Dad was too proud to speak up (or too embarrassed about his confusion) and never told anyone he was unclear. Clear language…

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Focus on What Really Matters

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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