March 5, 2015
Key Takeaway! Whether you signed up for it or not, you might get named the family CFO. Being aware of what you don’t know about this role could lead you to the conclusion to outsource it.
Many of us sign up for more than we can handle. We say yes whenever ... Read more February 27, 2015
Key Takeaway! Often in life, you shouldn’t take things at face value. Social Security is one of those things that offers many outcomes, particularly when you face the death of a spouse.
Children have a way of teaching patience. When one of my four kids asks me for something and I ... Read more February 19, 2015
Key Takeaway! Balancing between living for today and considering “what if” scenarios can be difficult. But when done right, answering your “what if” questions will lead to more freedom and choice in life.
When my wife and I started dating almost 18 years ago, I had a lot of “what if” ... Read more February 4, 2015
Key Takeaway! Life doesn’t move in one straight line upward. Along the way, things can happen to change our course—like losing a job—that lead us to feel out of control. Being mentally ready for the decisions you will need to make can give you a leg up.
In a recent USA ... Read more January 30, 2015
Key Takeaway! We often see returns as something that only a bank or the stock market can give us. But in low-interest-rate environments, returns can also come in the form of reduced debt payments or even helping out family. Opportunity might be staring you in the face.
My oldest son is ... Read more January 14, 2015
Key Takeaway! The matriarch of the family is often the glue that holds everyone together. When she passes, the children can drift away from one another. Here’s one simple idea for combating the drift.
My father passed away 22 years ago at the age of 53. While he was far too ... Read more December 22, 2014
Key Takeaway! Give the gift of knowledge this holiday season to those who already have everything they need.
It is that time of year again. Everyone scrambles for the perfect gift when the reality is that most of us already have everything we really need. But there is one thing we ... Read more