Take Me Out to the Ballgame … Of Life

Touching All the Bases Can Help Your Family Score Big America’s pastime, baseball, is a game that has captured our attention for over 100 years. There are the unforgettable moments—home runs, diving catches and the biggest crowd pleaser of them all—the grand slam. And as anyone knows who has eaten a ballpark dog and sipped…

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Why You SHOULDN’T Pay for Kids’ College

For anyone who’s ever filled out a college application (or helped their children complete the endless questions and essays), you know how arduous the process can be. And anyone who’s spent even a semester attending classes, running to T.A. sessions up, hunkering down in testing centers, you know how rigorous university life is. Education can…

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Protect Your Legacy from Taxes

Last month, the nation’s mind was on taxes. Millions of Americans were rushing to make the tax deadline, assessing how much they had already sent to the government (and hoping against hope they didn’t need to send more). Whether you’re getting a refund or writing a check, filing tax returns can be a chilling reminder…

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How Life Sketches Can Impact Your Family

There are things we learn from the day-to-day duties of life. And if we’re observant, if we take notice, we can turn these experiences into lessons to pass along to our families. My father’s life was filled with these kinds of experiences. And thankfully, he passed those values on—teaching my siblings and me the essentials…

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The Three Marvels

Understanding Simple Secrets of Wealth Accumulation Back in the late 19th century and early 20th century, circuses and carnivals traveled the country, each touting “marvels” that would draw crowds from miles around. Sometimes they were death-defying tricks that would leave the audience breathless. Other times they were magic acts that baffled the townsfolk. The reality of many marvels, however, is that…

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Developing Your Family’s Foundational Dimension

My dad was one of my heroes—he taught me to work hard; he taught me responsibility; and he taught me accountability. As my dad was advancing in age, I knew I didn’t want all of his valuable lessons and life experiences to go when he did, so my family and I set about capturing his life sketch. We uncovered…

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How to multiply your abundance this Thanksgiving

I took a few minutes today to shoot a quick video for you. It’s about how to create a great memory this Thanksgiving with those you love. It may even become a tradition for your family like it has for mine. Often, we don’t take the time to truly recognize how much we have, even…

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News Release: My Take on the Election and the Economy

Before the weekend hits I want to reach out and give you my take on the stunning election results, specifically on the economy and taxes. Donald Trump’s unexpected win has left economists, politicians, and the general public completely surprised. Here is what I discuss: -Will the uncertainty that has dogged the US economy continue? -Was…

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Dollars and Sense

Maximizing Your Financial Dimension to Support Authentic Wealth When I was just starting my career in insurance and securities, I was a young 22-year-old with a wife and a baby. I built my clientele door to door, relationship to relationship, studying the intricacies of the financial services industry as I went. I was eager to…

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The Power of Defining Your OWN Values

Stand for Something The Power of Defining Your OWN Values An anonymous writer once said, “Stand for something, or you’ll fall for anything.” Too often, people don’t want to make their own decisions or choose their future. This is what I’ve described in other articles as “decide-ophobia.” They want other people to tell them what…

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