Thought Leadership

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Maximize Your Wealth: Why a Financial Dream Team can be Your Next Best Move (0029) Building a financial team can be significant in managing your wealth and securing your financial future. This
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Make Every Penny Count: A Step-by-Step Guide! (0028) Setting smart financial goals is essential to achieving financial stability and success. Here's an easy step-by-step guide to consider. &nb
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Your Financial Story Matters: Pass It On with a Legacy Letter (0027) Maintaining a personal finance journal or writing a financial legacy letter can be one of the most significant actions you t
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Unlock this Surprising Health Benefit – No Investment Required! (0026) What if I told you I had a tip on a new stock that could transform your day, improve your health, and uplift those around
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Plant Your Financial Seeds: Grow a Legacy with Stewardship (0025) In the world of financial planning, stewardship is a principle that goes beyond the conventional focus on savings, investments,
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Is Your Wallet Crying? The Emotional Truth Behind Spending (0024) Have you ever let your emotions purchase something…only to regret it later? Sure you have…I have, as well. It's that "thing" yo
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Maximize Your Inheritance: Smart Strategies for Long-Term Wealth (0023) Inheriting wealth often marks a pivotal moment in one's financial journey, bringing a mixture of emotions and new respons
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Life's Big Moments: Is Your Financial Plan Ready? (0022) Life is full of significant events – some anticipated, like marriage or retirement, and others less so, like sudden job loss or health i
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Find Your Financial Balance: Assessing Your Risk Appetite (0021) Everyone takes risks in their life...some more than others. For example…some may love jumping out of airplanes or climbing tall
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Investing with Purpose: The Disciplined Path to Financial Goals (0020) In the world of investing, discipline is more than a virtue; it's a fundamental pillar for success. Being a disciplined in
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Future-Proofing Your Family: The Talk with Adult Children You Can't Postpone (0019) Navigating the conversation about finances with adult children can be a delicate matter. However, discussing
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Don’t Get Lost: The Importance of a Financial GPS (0018) Imagine getting in your car and driving to a destination you have never visited. Also, imagine it's in a city you are unfamiliar with. W
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You Are Not One Dimensional (0017) I am often amused when I hear about a company asking their employees to write out their goals for the year. How many hills will you climb…how many new custome
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The Messy Middle (0016) Have you ever set a goal? Sure you have. Here's a more specific question. Have you ever set a goal and lost focus on accomplishing that goal…so much so that you abandoned ship along the way. This was your intent
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Six Tips to Make You More Productive (0015) The other day I had great intentions. I had a list from my wife, a list from my office, and a personal list of a few things I needed to get done.&nbs
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Have You Checked your Beneficiaries Lately? (0014) There are three phases to your financial journey. First is the accumulation phase, where you are building your wealth. Second is the distribut
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4 Habits of Retired Millionaires (0013) A million dollars in your retirement is a significant accomplishment. But, let's be honest, it's all relative. A million today is different from a millio
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Retirement Mistakes You Want to Avoid (0012) Nobody wants to wake up during retirement and discover that your retirement savings can’t support your retirement lifestyle. Proactive planning alwa
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Are you and your spouse on the same retirement page? (0011) When it comes to retirement, are you and your spouse on the same page?   Almost all couples agree on one thing…they want t
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Four values to consider for a great life (0010) We all have values…some we choose…others choose us. And our values influence our decisions and how we interact with others and live our lives. H
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