A Missed Opportunity

A Missed Opportunity

Recently, I attended a dinner in support of a charity. A board member who was seated next to me, asked me the question, “Do you offer family meetings? I am concerned about what the next generation is going to do with their inheritance and I want to share with them...
When Will You Develop Your Legacy

When Will You Develop Your Legacy

There is a lot of interest these days in financial planning circles about Legacy. This may be the result of the county’s aging demographic and the fact that the greatest wealth transfer in history will soon be taking place as the current generation passes on. Clients...
Be the Quarterback of your Legacy

Be the Quarterback of your Legacy

With football season underway, I’ve been thinking a lot about the parallels between the sport and retirement, specifically legacy building. In today’s game, there’s no quarterback with a greater legacy than Tom Brady. Forgive me, Falcons fans, but it’s true, and we...
Becoming a Voluntary Philanthropist

Becoming a Voluntary Philanthropist

C.S. Lewis said, “For many of us, the great obstacle to charity lies not in our luxurious living or desire for more money, but in our fear—fear of insecurity.” With that sentiment, Lewis tapped into an instinct that makes us all Involuntary Philanthropists. For better...
Five Reasons I’m Wary of Retirement Calculators

Five Reasons I’m Wary of Retirement Calculators

Regardless of where you’re at in your life and career, the first question we all ask about retirement is, “Do I have enough?” That answer will depend on the lifestyle we envision for our retirement and the things we want our money to accomplish. The traditional...