Positive Planning for Tough Times: Over a hundred years ago, Stephen Foster wrote a song entitled "Hard times come again no more." Well, apparently he was a better musician than an economist, because here we go again...
Who Will You Trust About a Trust?: Families usually buy a trust from a trust mill because a salesperson disturbs them about "probate" and offers relief in the form of a trust. The results can be alarming...
Windfall Topic: So you've come into some money. Maybe even a lot of money. Now what?
Mortgage: Person A versus Person B: We need a house to live in. How it's paid off makes a world of difference in long-term net worth...
Client Goals: My client's goals are to achieve greater long-term net worth with less risk getting there and with little or no sacrifice in lifestyle getting there...