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How Procrastination Destroys Our Financial Goals

How Procrastination Destroys Our Financial Goals

It’s the time of year when one word is on everyone’s minds: Resolutions. We all want this year to be the best year ever, and making resolutions is the first step to making that happen. There’s another word that’s on my mind at this time of year, too: Procrastination....

How to Avoid Hurricane Matthew Charity Scams

How to Avoid Hurricane Matthew Charity Scams

Haiti is once again in the headlines as the news comes in which a  higher and higher death toll from Hurricane Matthew – now topping 1,000 –devastated the area. The pictures from the region are heart-wrenching, showing buildings, towns and families destroyed. This is...

How a tax return is like an x-ray

How a tax return is like an x-ray

An x-ray is a very helpful diagnostic tool for doctors. A patient may look healthy on the outside, but on the inside, something could be very wrong. An x-ray shows what’s under the surface, and that’s why it’s so valuable. What an x-ray is to a doctor, a tax return is...

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Keep In Touch

Join Patrick’s email list to receive updates, legacy planning tips and more!

  • This field is for validation purposes and should be left unchanged.

How do we shape our legacy?

Start by answering one simple question: why?