Blog Posts

You may have had multiple jobs over your career, and left behind retirement account balances of critical building blocks for your retirement.

According to the Identity Theft Resource Center, the number of U.S. data breaches hit a new high in 2017. Nearly 20% of breaches included credit and debit card information, a nearly 6% increase from the prior year. The actual number of records included in these breaches grew dramatically. This crime occurs when a thief obtains…

How can you help your heirs sustain what you’ve created? Your wealth has meaning. It should be conveyed to your heirs or your favorite causes in a way that expresses your values. Through legacy planning, that objective can be realized. Legacy planning encompasses more than the transfer of assets. It is about how you want…

The risks to your wealth aren’t only in the financial markets. The wealthier you become, the more liability protection matters. We live in a litigious world, one in which even friends and neighbors can be convinced to see opportunity in the wake of misfortune.  A (larger) umbrella liability policy may be an excellent idea. Could…

I am sitting and thinking what makes someone great? I mean really great. There are a lot of attributes to greatness and wisdom is one of them. Here are some interesting points of wisdom I think are important. Not every source of “wisdom” is wise. What is wise to many is foolish to God and we need…