This blog is meant to encourage us to grow personally through the current pandemic. Unfortunately, tragic loss has been suffered personally by so many. We mourn with those who are experiencing such loss and recognize there is no benefit in your loss. One of my favorite speakers and authors, Andy Stanley, has a saying: ‘Pain with no gain is a shame’.
Why Your Spouse Is Your Most Important Financial Advisor
Your first thought when reading this title might be: “You obviously don’t know my spouse”.
We may not know your spouse but today we will provide insights based on our experience and on statistics that show couples who are both involved in their family finances will do best.
Three Questions That Will Extend Your Wealth For Generations
We can have an incredible impact on the people most important to us. Smart families even extend their wealth and legacy through several generations
How To Multiply Your Legacy By 2,000%
I recently read “the quality of relationships- not the quantity of dollars – ultimately define quality of life.” * The older I get, and the more I speak with clients, the more this truth resonates with me. Our most valuable assets are the quality relationships with family and friends.
Are You the Greatest Risk to Your Net Worth
Chances are, if you died today, your net worth would drop like a rock. If most of your net worth is in a family business and/or real estate, the value your family receives could be 50% or less than what you expect.
The Game Changer Most People Will Miss
I believe generosity is a game changer. In our own life and in our family. As parents, we all want our children to have a better life than we have. Unfortunately, living in an affluent society has led to high levels of entitlement and people that are very focused on themselves. Generosity is the antidote!
The Fallacy of Financial Independence
I believe financial independence is impossible. Though most people pursue it; I certainly did in my early years of business. However, I now believe something better is possible. Financial independence is heavily promoted by the financial industry. It’s that place in life where we “arrive”, have enough and are secure. Financial planning tools often identify the dollar value of financial independence based on a person’s desired lifestyle.
“Please Pass The Turkey” (And Your Values)
Thanksgiving is one of my favourite times of the year. Family, friends, tons of food, sunny cool weather, beautiful fall produce and the grandeur of the fall colours. It’s hard not to be thankful. Over the years, I have heard it said from many different sources that an “attitude of gratitude” is a key factor for success. As Canadians, we have SO much to be grateful for. Consistently, independent surveys rank our country in the top few, and often the top country, to live in the world!
UnHeritage: Eleven Pitfalls to Family Legacy and How to Avoid Them
How to avoid the 11 Pitfalls is outlined, empowering readers to gain a stronger perspective of family wealth transfer. Written by Jerry Nuerge, Tom Collins, Ryan Zeeb, Steve Gardner, Tom Conway, William High.
Entrusted by York & Howell
Entrusted families have goals that are both deep & broad. They are less interested in preparing their families to be rich and more interested in preparing them to manage, sustain and carry on a rich legacy.