Life & Planning
What Difference Will You Make?
Is this too far to “fetch”… a $12 million trust fund for a Maltese? That is how hotel heiress Leona Helmsley famously disinherited her grandchildren. An outlandish story… or is…
Read MoreOnly You Can Do this
Don’t just sit there… “DO SOMETHING”. Why… because you can. Because you have something to offer. Because everything you do matters – for you, for others and forever. The people…
Read MoreAre You Blessed or Just Lucky?
Are You Blessed or Just Lucky? “I’m just lucky I guess.” A statement I have heard from business owners, executives and even the philanthropically minded. But is that any kind…
Read MoreMeet the Retirees Who Are Making an Impact in Surprising Ways
This group of retirees includes those with a limited income and others with a significant amount of wealth. What do they have in common? They are making an impact on…
Read MoreThe Five Myths of the Cost of College
With the costs of college skyrocketing in recent years—and no indications that this trend will reverse—many parents, even the relatively affluent, are understandably concerned about the cost of their children’s…
Read MoreWhat shouldn’t be in your wallet
As technology expands, so does the risk of identity theft in America. As a result, citizens do all they can to protect their online information, especially their finances. With all…
Read MoreWhat to Teach Your Children About Finance
Parents of all income levels worry about their children’s financial savvy. But for affluent parents, the worry becomes magnified. In an earlier blog post, I wrote that most wealthy parents…
Read MoreMarketing guru Seth Godin on How You Want To Die
Seriously, I was overjoyed when I read Seth Godin’s post about having your health care instructions written out in advance for you and your family. This is a huge gaping hole…
Read MoreFive Ways to Undermine Your Savings
Saving is important, no matter what your income or age. However, too few Americans save to the extent that they should. Often, people will undermine their savings habits by committing…
Read MoreBig Apple Circus in Alpharetta
The circus has the remarkable ability to take us back to the wonder and magic of childhood with a wide variety of fantastical performances. This February, the Big Apple Circus…
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