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…
You have never heard of any of my heroes, so naming them by name is unimportant. Besides, my hero’s are not interested in the publicity. My hero’s lead quiet…
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,…
We’ve had some great budgeting discussions with some our clients recently. If you work with us, you know we regularly update cash flow statements. Knowing your “burn rate”, as we…
We tend to believe once our estate documents are signed, we can lock them away only to be seen again when we are gone from this world. The sense of…
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…
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…
Over twenty years ago, I remember standing on the bridge wing of the USS John Rodgers, a US Navy Destroyer. As Officer of the Deck, I was in charge….
It’s hard to believe the iPhone is eight years old this month and it’s hard to imagine daily life without it or the Android technology that was spurned by its…
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