The following segment first aired on KEDM 90.3.
Do you have a family-oriented business or a business-oriented family?
What is the Law of Diminishing Intent and how can you overcome it?
It’s not a good idea to bet the farm that you’ll thread the needle of longevity, health, career and myriad other unexpected future events.
Considerations when planning your estate and will...
Before you say “yes!” to that family member or friend who has asked you to serve as trustee for their trust, you may want to consider these points...
What if I told you doctors do no better with their money than the average Joe?
Making financial progress (or progress in any realm of life) is only going to happen if you grow in the skill of decision making. Here’s a process you can use to make a hard decision...
Sometimes we think about financial diversification in a very one-dimensional sense. Maybe we need to diversify our thinking … about diversification.
A look into the three spending phases of retirement...
There are four things you need for a financially and emotionally healthy retirement.
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