To Get Started, Just Get Started
I have some goals that I need to accomplish, I won’t tell you what they are, but I was working the same scorecard you were…. “nada.”
Be Better Than Bezos
What does the world’s richest man, Jeff Bezos, the CEO of Amazon, have in common with all of us? Simply said, he did not properly prepare and think about estate planning. Jeff Bezos has a net worth of $134 billion dollars, which in the near future will be divided in...
A Resolution That Keeps On Giving
It’s now 2019 and many of my friends are making resolutions. I only have one resolution. Yes, just one. And that’s to be relevant.
A Volatile Economy Should Not Impact Estate Planning
No matter how volatile the world economy seems to be, the need for estate planning is still of primary importance to everyone. Here are some questions to ask yourself, and are relevant no matter what is going on around us in our nation or worldwide.
When Santa Has Left The Building
Like an acrobat “without” a large enough net, many people have pushed their monthly minimum payments on credit cards far beyond their ability to pay.
The Don’t’s We Need To Do – Never Be An Accomplice
When I first gave this talk and mentioned the title, someone immediately raised their hand and said, you mean a victim! I intentionally used the word accomplice because I believe that many times our mental state makes us an unwitting accomplice.
Like Shooting Phish In a Barrel
We’re all busy getting prepared for the holidays, watching Hallmark movies, watching more Hallmark movies, and some even watching actual snowflakes; but there is also the Grinch, literally trying to steal our Christmas out from under the Christmas tree.
Black Friday Is Coming
My senior clients are bursting at the seams to celebrate “Black Friday” – and they may be unaware of potential scams.
A Room with a View – Who’s Kidding
We know we should speak up, or at least mildly protest something that is bothering us. We do it all the time…. when we speak with family, colleagues, and friends, but how come when it comes to services, we keep mum? A room with a view; mine came with a view of air conditioner compressors and some old, rusting pipes.