I have many clients who have charitable hearts and follow their values with giving of their time, talent and treasure. As an advisor, it gives me tremendous
Read More
Wealth is always in formation, whether one chooses to actively manage their formation or let their money, investments and lifetime net worth play out as they
Read More
Ongoing formation is the essence of all types of wealth: our relationship with God or our spiritual nature, our families, our friendships, our roles in our
Read More
Sometimes, you’ll hear someone say about another person “they have money!” I’ve found that interesting as I have never worked with anyone who simply “has”
Read More
We have all been there: talking about an experience or a position in life with another person who can completely relate and offer great advice because they have
Read More
I attended a Wealth Management conference in Austin, TX recently with 168 other independent Wealth Management Advisors from across the country. Three days of
Read More
A discussion that I often have with my clients is that the things they did to be financially successful for the last 30 years will look different than the next
Read More
I had a client retire from her career a few months ago at an early age, in her mid-50’s. It was a big decision, as both her employment and her financial
Read More
Ongoing formation is the essence of all types of wealth: our relationship with God or our spiritual nature, our families, our friendships, our roles in our
Read More
As I get older, I have a much greater appreciation for my health. I eat nutritious foods and work out just about every day. Lifting weights and jogging are not
Read More
Roth IRAs are among my favorite types of accounts. In fact, when I look at my own net worth statement, my eyes are always drawn to my Roth IRA first. Dollar
Read More
It’s interesting how often people “compartmentalize” their thinking when they inherit accounts. That is, when receiving beneficial money, stock or other
Read More
