Your Life

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.…

Read More

Is Immortality Possible?

Leonard Jones believed he was immortal. A would-be American politician in the early 1800s, Jones ran for President multiple times, hailing his “immortality” as his platform. According to Jones, mortality was a side effect of immorality, and anyone could achieve immortality through a regimen of prayer and fasting. Ironically, Jones died of a bad case of pneumonia at the…

Read More

Good Deals Gone Wrong

If someone were to offer you a “brand new” iPhone for $50, would you take it? What about $30 for a “genuine” Louis Vuitton purse? Maybe you’d jump on a chance to get an “authentic” Rolex for $20? You could take these deals and be happy—that is, as long as you understand that you’re not…

Read More

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…

Read More

Freedom Leads to Purpose

Frederick Douglass, African-American social reformer, abolitionist, orator, writer, and statesman, knew what freedom meant to him. He escaped from slavery in 1838 with the help of Anna Murray, a woman who later became his wife. After his escape, he became a leader for the Freedom Movement, which would help free other slaves. In the later…

Read More

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.

Read More

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…

Read More

Don't Settle for Typical

When it comes to your personal life, do you settle for typical? Or do you strive for more? And do you follow your head AND your heart? The word “typical” doesn’t always have a negative connotation. But when it comes to wealth planning, typical is far from desirable. A typical session with an estate planner…

Read More

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…

Read More

Who's On Your Team?

When you were in school, chances are you were on some sort of sports team. Teams are an integral part of life, from childhood and on into the rest of our lives. Results are bigger and better with a team. Michael Jordan couldn’t win a championship without a team. And Tiger Woods couldn’t win majors without a coach and a…

Read More