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INVESTING TIPS: 4 STEPS TO DEFEAT YOUR MONEY DEMONS
Throughout our childhood and early adulthood, we all subconsciously adopt beliefs, stories, attitudes and assumptions about money. These inner thoughts become our reality, and though we may not recognize it, they heavily influence many...
Read MoreINVESTING PEACE OF MIND: 20 MUST-ANSWER QUESTIONS
What is investing peace of mind? It’s the confidence and security of knowing you can live the lifestyle you desire and also retire. If you’ve reached a point in your life where you want to get serious about your retirement,...
Read MoreTHE 3 DIMENSIONS OF WEALTH - FINANCIAL
The skillful blending of the three dimensions of your wealth - Financial, Personal and Social allows you to build a legacy of your values, influence, and money so you can truly make a difference in the world. Take a moment to think...
Read More20 THINGS TO DO AFTER A LOVED ONE PASSES AWAY
Most people aren’t sure what to do after someone dies and the funeral takes place. With so many questions and a myriad of details to take care of, it’s easy to get overwhelmed at such an emotional time. As you review...
Read MoreTHE REALITY OF GENERATIONAL DISCONNECT
Generational differences exist in all families. Every generation develops its own style of expression, methods for handling conflict, and values. Even tech-savvy parents are likely to feel that virtual connecting and 24/7 technology...
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HOW TO DISCOVER YOUR TRUE PURPOSE FOR MONEY
“Someday when I achieve this, then I’ll be happy.” “When I obtain that, then I’ll be happy.” Fill in the italicized words with your personal desires, and surely you’ve had these thoughts. We...
Read MoreRESTRICTED EXECUTIVE BONUS ARRANGEMENT CASE STUDY
RESTRICTED EXECUTIVE BONUS ARRANGEMENT, THE CLIENT AND CONCERN John Smith, sole owner of ABC, Inc. wants to offer some additional employee benefits for Mike Star, his top salesperson that can provide life insurance protection for...
Read MoreUSING FAMILY LIMITED PARTNERSHIPS
A Family Limited Partnership (FLP) is a limited partnership that families use to manage family enterprises and other family investments. The FLP has two classes of partners—general and limited. The general partners retain...
Read MoreTHE FINANCIAL ADVISOR MEETING CHECKLIST EVERYONE NEEDS
Some of us like tracking our investments on a fairly regular basis. Others prefer not to think about their savings, and only want their financial advisor to reach out if there’s something they need to know about. Regardless of...
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