Celebrating 5 generations of Financial Planning for one family! It hit me like a ton of bricks. We recently opened up a 529 college savings account for a new […]
The Constant Pillars of Success My son entered the United States Military Academy as a member of the Class of 2026. Having attended West Point […]
Building a Multi-Generation Legacy “Only the rocks live forever, Gray Wolf said.” ― James A. Michener, author, Centennial Yes, color me unsophisticated, but I loved […]
New Millennial Enters the Chat You are probably used to seeing my dear friend and business partner on this blog, Cynthia Marotz, who is just […]
Parenting & Coaching: Two Peas in a Pod Like teachers, great coaches are amongst the most underappreciated professionals out there. Sure, pro-level coaches are respected and paid handsomely, […]
How to transition your farm to the next generation Most families who have farm or ranch operations have worked hard for many years to ensure the financial success of […]
A Millennial’s guide to wealth transfer and preservation It’s Spring… time for renewed growth, weddings, babies, and more importantly: Spring Break! I have heard and read so much […]
Long Term Care Insurance: Assessing Cost and Needs Have you had an elderly family member who has entered a nursing home or assisted living facility? Or possibly a […]
Income is your greatest asset: protect it My daughter recently asked me — during bath time, of all times: “How is your work like a doctor?” This […]
Are you properly diversified? Generationally, that is Recently, I performed our National Anthem as part of a brass ensemble. The event was a golf tournament organized by […]
Leaving a Mark | July 2017 “What are we, a mile from the sun?” asked Lawrence Bourne III in one of Tom Hanks’ lesser films. Hanks […]
