Your Life

Say No to the Quick Fix

In my interviews across the country with some of the most successful business owners and executives I often heard this request, “I wish someone could help me think through my wealth planning opportunities and concerns without trying to sell me something.” “Can you relate to that sentiment? No group is more targeted by product salespeople than the…

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Write the Ending To Your Own Story

Of all the books purchased on amazon.com 87% are purchased as a gift.  This is amazing to me because I’m a reader of about a book a week.  Why?  Because as I’ve studied the most successful people in our country they have large libraries and small televisions. Not to mention, haven’t you ever read a…

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Bo Knows

My father used to fix everything with a coat hanger and duct tape… at least he tried.  Then after hours of frustration he would call upon a friend to help him fix the problem with the same resources.  Only after tons of lost hours and money did he call in a true professional.By observation I…

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This One Thing You Must Do

My wife and kids will tell you its been a long time since we set aside time for a family vacation… and now the time is finally here.  As you read this email I am successfully unplugged and fully present with my family talking to Mickey, Goofy and the gang! Disney is filled with so…

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Two Approaches For Keeping Perspective This Holiday Season

When did you start your Christmas shopping… for the first time it began for many at 4:00 p.m. on Thanksgiving day.  It’s no wonder that keeping perspective is increasingly difficult. Regardless of your religious beliefs, most people would agree that the holidays are about family and purposefully giving to others.  If you have purpose in…

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Educate Your Heirs

Because building this matters more than the money  If you were to ask a class of Kindergarteners what their parents do for a living, the answers can be amusing.  You’ll hear everything from, “My daddy talks on the phone” to “Mommy wears tall shoes and comes home with a headache.” It’s understandable; they’re five. The…

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Be Intentional with Your Legacy

Inspiring a legacy  Dick was the owner of one of the largest recreational vehicle retailers in the country.  He had asked the youngest of the three children, Loren, to work in the business. But Loren wanted to build a career of his own. After a number of years Loren changed his mind accepting his father’s…

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Take Control of Your Money

To steward and decide what’s best for you, your family and your future… and remove what potentially stands in the way. Jim and Marge attended one of our retirement briefings and they took advantage of our free 57-Minute Retirement and Lifestyle Freedom Conversation.  They were in the office this week to talk about their more…

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Find Friendlier Waters

The health event arrived and he wasn’t prepared… not financially anyways. He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and preserving it. Now it was scramble time – to get everything financial in place as it should be at a time when energy is better…

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Making the Complex Simple

Complication seems to be the way of life these days.  And we long for the… simple days. Yet we don’t desire for the complex to go away because that is what comes along with having wealth, success and influence. Simplicity is important because its CONFIDENCE building – it says in a few words what something…

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