Financial Growth
Unentangled Wealthy Families…(what?)
The wealthy experience the thrill of all the money brings – vacations, experiences, fine cars, beautiful homes (or two+), and all the thrills money offers. The issues of wealth typically get…
Read MoreNever Incomplete Data (with clients you care about)
According to Fiserv Inc.’s annual survey of financial advisors, ninety-five percent of financial advisors said their clients are asking them for advice on “held-away” assets, which are defined as accounts…
Read MoreAvoid financial abuse in your retirement years by choosing the right advisor
Part of creating wealth with no regrets is choosing the right person to help you manage the wealth that you’ve worked hard to accumulate for your retirement and for your…
Read MoreRule #2: Have you gone this far? (to prove a point)
How far would you go to make a point? What are you willing to do to launch your idea? Would you go as far as Dane Miller… From scratch he…
Read MoreRule #1: No one does it alone.
This has been Bob’s mantra as an entrepreneur. Not only has he hired the best people around him, he has learned from the best leaders and entrepreneurs. Sure you get…
Read MoreDestroy your business (before someone else does)
Are you so good at what you do that no one can beat you? Is your offering so superior that nothing else comes close to it? Perhaps this is a…
Read MoreUncertainty in Europe Still Affecting U.S. Stocks
USA Today reports that “U.S. stocks turned mixed by mid-morning Monday as optimism over Greece’s election results quickly turned to uncertainty over Europe’s ability to withstand tenacious debt problems.” On…
Read MoreVanished Wealth (how much?)
Yes, 50% of the net worth vanished…gone. This is an extreme case but one I’m familiar with because its personal…its family. But its not too uncommon to see even one…
Read MoreHalf of all Americans don't have a will, do you?
A article in USA Today, Times change wills, yet many Americans don’t have one found that nearly half of all Americans don’t have a will “putting the future of their families…
Read MoreEntrepreneur Now (this is the time)
I’ve heard it said that today is not the best of times to start a new venture. But talk with entrepreneurs who are in their late 70’s and 80’s who started…
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