Estate Planning

Everyone wants to retire. Everyone would like to retire on their own terms. And everyone who retires on their own terms, and does it seeking to make a difference for…

Taxes are a big concern for retirement. There is so much confusion. Kevin Harrington, an original “Shark” on the hit TV Show Shark Tank, recently joined me for an interview…

The investment landscape is full of twists and turns. How are you navigating them? For too many, they have FOMO! Fear Of Missing Out. When you have FOMO you’re chasing…

Your Ultimate Lifestyle For far too many the ultimate retirement lifestyle feels out of reach. Uncertainty… in the market… in the economy… and with health can do this. BUT, it…

Product or Purpose? “Sold” says the auctioneer every few seconds. If you’ve never been to an auction, it really is quite exciting. When it comes to planning your retirement and…

Do You Know What It’s For? The financial industry would lead you to believe that the purpose of your money is to get a certain return. Yet, no one can…

Are You Going It Alone? What is it like the first time you do something? It’s clunky and uncomfortable, isn’t it? The first time you ride a bike. Your first…

Chasing Returns Learning to crawl, walk, then run… When my kids first learned to run, I had a blast chasing them around the backyard. Once I caught them, I’d let…

Does Your Retirement Work Under Pressure? It was the 9th inning, bases loaded, two outs, and we were up by one run. My son is on the mound pitching. Cool.…

Find Time for What Matters A whole weekend. Yes, a whole weekend dedicated to my daughter. That is the purpose of our annual Father/Daughter weekend at Camp Highland. There is…