If Only Macbeth Had Waited

Shakespeare’s Macbeth is a power literary character. More than his memorable lines (“Out, out, damn spot!”), he is a perfect example of a person whose success led him to a…

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Say No to the Quick Fix

In my interviews across the country with some of the most successful business owners and executives I often heard this request, “I wish someone could help me think through my wealth planning…

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You Have A Choice!

Disney World is a regular stop for our family vacations because it always delivers a first-class experience and an abundance of choices.  As a regular visitor we take great advantage…

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Is There Something I'm Missing…

Glenn and Nancy have been what most would consider successful and even some would consider wealthy – although they don’t feel this way.  Yet they know they have been blessed…

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Educate Your Heirs

Because building this matters more than the money  If you were to ask a class of Kindergarteners what their parents do for a living, the answers can be amusing.  You’ll…

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Be Intentional with Your Legacy

Inspiring a legacy  Dick was the owner of one of the largest recreational vehicle retailers in the country.  He had asked the youngest of the three children, Loren, to work…

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Find Friendlier Waters

The health event arrived and he wasn’t prepared… not financially anyways. He had achieved much success and accumulated wealth but never invested the appropriate time and energy into protecting and…

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Making the Complex Simple

Complication seems to be the way of life these days.  And we long for the… simple days. Yet we don’t desire for the complex to go away because that is…

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