Your Life
What does the fiscal cliff mean to you?
There are so many advisors explaining the tax laws to their clients about the changes in tax law as a result of the fiscal cliff legislation. It all sounds like…
Read MoreIntroducing your No Regrets Personal Wealth CFO
Personal wealth has its challenges and its opportunities. Who is in your corner to be certain you achieve all you want and when you want it? Among the wealth are…
Read MoreAlpharetta Father/Daughter Valentine’s Day Dance
The Alpharetta Community Center is a great resource for our community, regularly offering exciting, family-friendly events in addition to providing the town residents with several gymnasiums, a center for gymnastics,…
Read MoreJazz at Atlanta Symphony Hall
Jazz enthusiasts and newcomers alike will be delighted and inspired by the renowned jazz musician Wynton Marsalis. Marsalis is not only a trumpeter but also a composer and bandleader. Marsalis…
Read MoreAtlanta Ice Skating
This year, take your family and friends to the Centennial Park Ice Skating Rink, located south of Alpharetta in Atlanta, for great, wintry fun. This is an event the whole…
Read MoreMoney, Wealth, Family, and Generosity
Money is not bad. It is not wrong to have it. This idea is contrary to popular media of course that points the finger at the “evil one percent,” or…
Read MoreWhat is the size of your wealth and…
How do you show people? I grew up in a sprawling English Tutor estate home on nearly 2 acres, complete with a pool that included a diving board and Jacuzzi.…
Read MoreAge Myth of Entrepreneurs
The Mark Zuckerberg story headlines most news stories this day and he has become the poster-child for what a success entrepreneur looks like. Yes, that even includes the notion that successful…
Read MoreManage your estate from the grave
Each person cares about how their wealth will affect their loved ones and the causes they care about. You may know that you can control how your wealth is spent…
Read MoreQuiet statements; big actions
I often remind people that wealth is more than money because deep down people know this is true. And the more of it you have the more you recognize this…
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