Retirement

The One Time It's Okay to "Give Up"

Harold Turner held tightly to his business right up to the end. He was afraid to give up any ownership of the thing he’d worked his entire life to build.  When he passed away, the business became a windfall for his oldest daughter, Sally, when she took over both ownership and control. She didn’t understand…

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Right Coach, Right Results

I’m not a big pro football fan, but I enjoy watching the great teams play. They march onto the field with such confidence.  They know exactly what they want to accomplish. They are united around a clear plan to win. Too few people march into retirement with the same level of confidence or a clear…

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More Options, Not Less

What do more options provide you?  More choice. More possibilities. Potential for better outcomes.  We want more options in our cars, our phones and in our business. Yet most limit their options for protecting, preserving and passing on their wealth in the most economical, tax-efficient and family-friendly way possible by: not dealing with it soon…

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Do You Know Where You're Headed?

If you set out on a cross-country road trip to some of America’s greatest destinations, wouldn’t you enter the desired destination or destinations into your GPS to be sure you got to where you wanted to go? – Only if it matters where you end up, right. This kind of common sense guides all kinds…

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Turn Dreams in to Reality

After my father passed away and the smoke cleared from the mess of settling his estate I came to a sobering reality: Most of my father’s dreams for giving back were left unrealized. Like so many, he had out-grown his legal, tax and financial advisors leaving his dream financial contribution unrealized.  Giving back financially was…

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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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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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Do You Have A Good Answer to These Questions?

Perhaps you’ve been told, “You’re fine. You’re all set.” These are easy words to say that should be backed by proof.  You should feel and know you’re on track not because someone said you are… because you know you are. More important than what others say you should feel about your present and future is…

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What Counts Better than Numbers?

A favorite movie of mine is The Thomas Crown Affair starring Pierce Brosnan as Mr. Crown, a billionaire businessman who makes money by acquiring cash-hurting businesses with great potential.  An eccentric version of today’s Warren Buffet. An early scene in the movie portrays how this hard-driving businessman thinks when he says to an associate, “Give…

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