One of the most pressing, painful and significant issues within a marriage can be the problem of finances. For some, this presents no significant hurdle whatsoever — often because the money is flowing, and there are no pressing concerns. However, this can be a bandaid …read more »
Creating a budget really shouldn’t be the place where financial decisions begin. Instead, a comprehensive look at what you most care about and how you want to live your life is the best place to start, even before budget categories are determined. This becomes especially …read more »
I thought I would take the time this week to give you an objective, “incentive-free” look at what your finances should look like when you hit the half-century mark. If you are close to that mark, I thought it might be useful for me to …read more »
Working with my clients’ finances over the years has given me a bit of a crash course in human behavior. Often, I’m floored by the generosity I see displayed by many clients — even those without significant means. Other times … well, I think that …read more »
You pay your bills on time. You try to save as much as you can. You even follow the advice which you read in books and hear on the radio about how to keep your finances in check. But you’re still not getting ahead. Well, …read more »
I wrote previously about the hidden financial mistakes which even some of our wealthiest clients fall into. These are gleaned from my years working directly with families — in their finances, and, of course, in saving them money on tax. In so doing, I’m hopefully …read more »
When your day wraps to a close, are you leaving tired and satisfied? Or just … tired? You’ve spent the day in nearly constant activity. And you may have been procrastinating the whole time. “Huh?” you say, “I can’t have been procrastinating. I’ve been really …read more »
Maybe it’s true that having $1m+ isn’t as impressive as it used to be these days. But it’s still a measure that we continue to use as a marker of financial “arriving”. What’s further interesting is that even in the midst of ongoing economic gyrations, …read more »
When we advise about or help set up tax-saving mechanisms for clients to deliver their philanthropy and giving (outside of normal tax deductions), there’s plenty of discussion about the benefits of the gift for the recipient. But what about for the giver? Here are some …read more »
“Character isn’t something you were born with and can’t change, like your fingerprints. It’s something you weren’t born with and must take responsibility for forming.” – Jim Rohn J. Paul Getty became the richest man in the world during his time by practicing a few …read more »
