Find Friendlier Waters When my dad’s health started failing, he had no plan for his estate. I had no idea about the extent of his wealth or what he wanted…

Making the Complex Simple   If you’re affluent, you know all about complicated. The assets that make up your wealth are complex, and so are the solutions for handling them.…

Find Someone Who Speaks Your Language My dad’s estate plan confused him. He was an intelligent man, but the attorney’s complex legal language might as well have been in a…

Shift Your Focus Focus is a term the best pro athletes know a lot about. It’s what enables Tiger Woods to block out all the noise and the press and…

Exploring Your Options is the Only Option We like to have options—and the more the better. We want more options in our cars, on our phones, and in our business…

Think Planning Is Too Expensive? We are all going to die one day. Call it morbid or glass half empty—it’s just the truth. The government is counting on it; and…

Shift Your Focus Focus is a term the best pro athletes know a lot about. It’s what enables Tiger Woods to block out all the noise and the press and…

Deceived by a Good Deal My father was a car enthusiast. He started with Cadillac and Lincoln and eventually graduated to Bentley and Rolls Royce. Despite his ability to pay…

Count the Costs… and Beat the Odds   What is failure? While it is different things to different people, one definition of failure for the affluent could be “the involuntary…

The Law of Diminishing Returns The Law of Diminishing Returns in essence states that too much of something (even a good thing) will eventually lead to reduced production. Something we…