It is hard to walk the fine line between using our money to bless our kids and over doing it such that our financial blessing starts to become a curse. Consider these three steps to keep your money from wrecking your kids.
Four of Life’s Most Critical Questions
The demands of all the urgent things in our life keep us from focusing on the important things. After nearly 30 years providing financial advice, I believe the following four questions are the most important to ask. These four questions, if properly answered, will change your financial future and likely the health of your family relationships.
Thank You!
Each year I make sure that I reach out on behalf of our team to say Thank You to our clients, the professionals inside and outside of our firm who help us support our clients, our suppliers, our network of advocates, charities & professional organizations, friends of our firm and our families. This list includes some of the best people alive on the planet, we regularly brag about the quality of people we get to serve and those who help us serve. Hopefully, you hear ‘thank you’ from us often.
Three Steps To Eliminate Stress from Your Portfolio
“I have absolutely no concerns about our financial future”. This was the unsolicited response at the end of a recent client review. This client is a more sophisticated investor with a long history of investing in many types of investments.