ARTICLES / WHITEPAPERS
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Wedding Paradigms
Like most fathers, I was so glad when my daughter’s wedding day arrived…I could finally put my check book away! The paradigm shifted for my second daughter in her wedding plans, when my wife and I decided to do things differently.
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The Canoe - Part 2
Part 2 of a thoughtful perspective on enabling versus helping our children.
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Financial Advice from 1796
George Washington offered some prudent investment advice in his 1796 farewell address that still holds true today.
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The Last Slice of Pie
Whether it’s patronizing your local small business, encouraging the next generation of entrepreneurs in school or even your family, or participating in your right to vote, we each can do our part to help our nation prosper.
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The Ostrich Error
In financial management, acting like an ostrich, by sticking your head in the sand to avoid reality, is rarely the way to achieve financial success.
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Thirty Years of Insight
Reflections on lessons learned from 30 years of experience in wealth management.
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Have a Plan for Your Non-Qualified Deferred Compensation
These plans offer a tremendous opportunity to highly compensated executives, but the conditions must be right before participating in your employer’s plan makes sense.
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Taking the Helm When Life Takes a Turn
The importance of developing your personal succession plan.
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High Profile, High Lifestyle - Avoid Becoming a Financial Train Wreck
Tips to avoid the pitfalls of accumulating sudden wealth.
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Business Acumen Starts at Home: Raising Financially Savvy Kids
Financial success must start early in life.
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The Conversation
Early and frequent communication can make moving to assisted living easier on everyone.
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Lessons Learned from Letting Go
Helping our children determine their own destiny as adults starts by letting them make their own decisions.
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Trust: The Most Precious of Commodities
Examining trust in today’s complicated world.
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Enjoying Life’s Strategic By-Products
The unexpected surprises that arise from setting and achieving goals in life enhance our life experience.
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Planning Strategies for Large 401(k)s
Opportunities for tax savings and optimizing 401(k) rollovers.
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Everyone Has a Personal Chief Financial Officer: How is Yours Doing?
A personal CFO integrates all aspects of your financial life. If you don’t have one, it is you.
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Financial Planning in Divorce Situations
Proper planning for the unique financial challenges of a divorce can make a big difference in your finances going forward.
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Lessons from Losing
The similarities between setting personal fitness goals and financial ones.
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How’s Your Navigation System?
Setting a solid course on the road to financial success.
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Panning For Gold
Looking for nuggets of wisdom all around you.
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Let Them Paddle Their Own Canoe
A thoughtful perspective on enabling versus helping our children.
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Be Smart About Selecting a Financial Advisor
The key questions you should be asking a financial advisor before you hire him/her.
