There’s NO Tax in Tax-Free

There’s a joke that my grandchildren love—it starts out: There’s a guy, he goes to a hamburger stand and he orders a hamburger, a shake and a large order of French fries. The gal says, “Sorry sir, we’re out of French fries for now. “Oh okay,” he says. “I’ll have a hamburger, a shake and…

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Market Crash Robs $2.3 Trillion from Investors

Matt Krantz from USA Today just wrote an article four days ago about the market crash that has destroyed $2.3 trillion from the market and $1.5 trillion in net wealth since the beginning of the year. December 31st the market (DOW Jones) was at 17,425.03 and at the time of his article was 15,988.08, down…

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A Little Lunch Goes a Long Way

Making Time … Can Outlast Time I’m guessing your life looks a lot like mine. Wearing different hats, filling several roles can be daunting—from leading a family to leading a team at work, serving in the community, and finding time for personal pastimes, life can get hectic. But while it’s easy to get caught up…

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What Appreciation Truly Means

Lessons from a Long Cold Alaska Night Appreciation—it’s a simple word that carries big meaning, in fact, two meanings. On one hand, it applies to things like real estate that can have an increase in value. On the other, it describes what happens when we fully understand, or empathize with, another person. Taking it further,…

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Own Your Life—Don’t Rent It!

How Taking Ownership Can Change Everything When was the last time you washed a rental car? People don’t wash rental cars; they wash their own cars. What about upgrades to a rented home? You’re probably not going to invest in re-carpeting or renovations for a rental like you would a home you own. You see,…

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That Which Doesn’t Kill You…

Gathering Strength from Life’s Setbacks You know those times in life where you’re not sure if you’ll make it past the next breath? We had one of those moments just three months after Sharee and I were married. Sharee was expecting our first child, and during the first trimester of that pregnancy, she became deathly…

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How to Turn Stories into Histories

How to Capture Life Experiences   My dad was one of my heroes—he taught me to work hard; he taught me responsibility; and he taught me accountability (like the time that I describe in my book, Learning Curves, where he had me turn myself into the police to own up to a teenage prank—luckily no…

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How to Set SMART Goals That Can Lead to Lasting Success

A book written well over 110 years ago, titled The Majesty of Calmness, was authored by William George Jordan. He also wrote a book called The Power of Truth. When you read this book, you’ll think that he wrote it yesterday for our time. The Majesty of Calmness is one of the favorite books we…

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How to Move From From Choppy Seas to Calm Waters

Life isn’t easy; we all learn that from an early age on. Whether it’s in our personal lives, our relationships, our finances, or our careers, life rarely goes swimmingly for long (in fact sometimes it’s downright choppy seas with just a small life preserver in sight!). But whatever comes our way, I have learned it’s…

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How to Plan Ahead, Be Prepared, Know Where You’re Going with Your Retirement

Just when you think you have life’s course all planned out, unforeseen circumstances, lack of planning, or even wrong turns can set you back. I’ve seen it time and time again with folks who thought they were on the best path toward retirement, only to lose a good portion of their hard-earned money in economic…

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