Many years ago I wrote “Never Worry about Money” along with some other personal goals on a small laminated card that I carried around in my wallet. That was and…
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Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer,…
My sophomore year at The University of Texas, I had a marketing class in the UTC, an annex to the business school, tucked right next to the Perry Castaneda Library,…
I was reminded recently how different we are, as Americans, compared to the rest of the World as it relates to financial independence. First off, a wide majority of…
Only a very small percentage of American’s will ever experience financial independence. Why? Because just being successful in our professional careers is not enough. We have to know how to…
“I think we’re going to be able to call it.”, Austin says as we review our client’s financial plan and assets on the big screen in my office. We’ve been…
This is a two part series about two Captains I served under consecutively aboard the USS John Rodgers, a Spruance Class destroyer, shortly after the Persian Gulf War. The first…
Back in the 90’s I sold a lot of variable annuities. I worked for a large financial services company that strongly encouraged the use of variable annuities and there were…
The last several weeks we have been busy meeting with our client’s children. We recommend what we call “kid meetings” at a few critical stages: Just prior to getting their…
More than half of retiring Americans today opt to take Social Security before their Normal Retirement Age, and less than three percent of filers wait until age 70. Many…
