Is A Trust Smart For You?

Posted by on Jun 7, 2014 in General | 0 comments

“If we wait until we’re ready, we’ll be waiting for the rest of our lives.” – Lemony Snicket Parenting is more than reading to your children or getting them to eat their vegetables. It’s also about securing their financial future. One way to do that is by drafting a trust and naming a trustee. This […]

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How We Lie To Ourselves About Money!

Posted by on Sep 30, 2013 in General | 0 comments

How We Lie To Ourselves About Money Part 1: “As Soon As …” “You get the best out of others when you give the best of yourself.” – Harry Firestone   Most of us rationalize why we can’t get our finances together right now. Many Americans prolong these excuses during their entire working careers. Here […]

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How to Reach True Independence!

Posted by on Jun 24, 2013 in General | 0 comments

Often, as we strive to keep our heads above water in these financially crazy times, it’s easy to lose sight of why we’re doing this. What is the goal? What is it we’re trying to accomplish by earning wealth? For us — and for many others — the answer is Financial Independence. We would define […]

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