All your ex-es may live in Texas as the country song says but do you really want your hard-earned money to follow? And you may be a generous sort but would you rather have your wealth pass on to your family or Uncle Sam? More examples of smart people doing dumb things when it comes to estate and legacy planning. What do you think of when someone says "estate plan?" If you think that it's only ... Read More
Will
Navigating thru Volatile Times – A Road Map & Resource Guide
On Wednesday, March 11, I launched the inaugural event of my Financial Road Map Series teleconferences. I want to thank each of you who stopped by to listen in to my brief discussion on taking control of your financial future by controlling what you can. To recap the important points we discussed: 1.) Control What You Can: No sense in worrying about things that are beyond our individual ... Read More
