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Finding Real Joy in an Extraordinary World
We live in a time defined by spectacle. Everywhere we look, we are surrounded by glitz and bling, curated images of extraordinary lives, and constant
Wow! I Can’t Believe It’s Been Over a Year!
Every now and then, you hit a milestone that makes you stop, take a breath, and reflect. For me, one of those moments happened recently
99% Perspiration, 1% Genius: The Real Work Behind Lasting Success
Thomas Edison famously said that success is “99% perspiration and 1% genius.” It is one of those quotes that sounds simple, almost obvious, yet becomes
Four Questions Every Retiree Should Ask Their Financial Advisor—Before It’s Too Late
As an estate-planning professional who uses a multidisciplinary approach—legal, tax, investment, insurance, long-term care, and funeral planning—I can tell you one universal truth: Most people
My Three Biggest Pet Peeves in Estate Planning (And Why They Matter to Your Family More Than You Think)
As an estate-planning professional who uses a multidisciplinary approach—legal, tax, financial, insurance, long-term care, and funeral planning—I’ve seen a lot. Most of it is good.
The Most Overlooked Estate Planning Tool for Retirees
After decades of working with retirees in senior services, one thing has become clear: the most successful estate plans are built by multidisciplinary teams. Attorneys,
The Joy of Wealth: From Security to Generosity
After more than 25 years in Senior Services, I’ve observed countless reasons why individuals diligently earn, save, and grow their wealth. The primary and most
Why Every Estate Plan Should Include Funeral Pre-Planning
As estate-planning professionals, we like to remind families that 80% of what we do is preparing for “if” something bad happens. Protecting assets, shielding against
Headline News vs. Real Life: Why Staying the Course Still Wins
As an estate planner and financial advisor, I spend a lot of time reminding people of something that sounds simple but is easy to forget:
