Newsletters




Don’t Be A Victim Of Elder Fraud Abuse!

One of our clients recently informed us that his 81-year-old father, who we’ll call “Anthony” (not his real name), had been the victim of fraud. Anthony is an avid computer …
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Answering the “Four How Questions™” For An Ideal Retirement

“Sophia” (name changed) is a successful and dynamic restaurateur. She recently engaged us to create our proprietary “Critical Actions Roadmap™.” Through our planning process, we can then spot issues, and …
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What’s Your Excuse?

My father died when I was age 18. He had created a multi-million-dollar business that was, unfortunately, bankrupt within ten years after his death. While my parents had done significant …
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The sad truth is – most will NOT be able to retire comfortably – UNLESS…

Let me be blunt …After 35+ years’ experience working primarily with successful and affluent families, I am forced to conclude that most Americans will NOT be able to retire … …
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Five Money Mistakes and How to Avoid Them

The day in which everyone wants to be Irish, St. Patrick’s Day, is quickly approaching (March 17th in case you need a reminder). The leprechaun in me wishes to tell …
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Tax-Free Income In Retirement: Why Is It Important & How Do You Do It?

I recently listened to a sobering webinar by David McKnight, which inspired this month’s newsletter. Mr. McKnight is the author of The Power of Zero: How to Get to the 0% …
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One of the Best Ways to Reduce Taxes, Receive Income and Do Good – From Something You Have Probably Never Heard Of …

With the end of the year upon us, more than a few clients have reached out to see what could be done to reduce their taxes in 2018+. For some, …
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Thanksgiving Is More Than Just … (November 2018)

A mentor, Ken Blanchard, once challenged me with this question, “What if you only had tomorrow the things for which you give thanks for today?” If that were the case, …
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Get “Downside Protection” to Avoid Being “Spooked” by the Stock Market (October 2018)

With October 31st soon approaching, we thought a Halloween-themed title for our newsletter would be appropriate. In case you have been “dead” and not following the U.S. financial markets recently, …
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