Updates
With Age Comes Rewards
In case you missed it, the “Fiscal-Cliff Legislation” that was passed on January 2nd offers retirees over age 70 ½ a chance to make gifts to charities in a unique way. I’m sure that you, you…
The Power of Accountability
How often have you said you were going to do something and then not followed through on it? It happens all the time, right? Life happens. You get busy. You forget. You put things off because you just …
Principles in Practice: Think Beyond Yourself
Dave understands people, and so do we!
Entreleadership® is a combination of being an entrepreneur and leader, which is defined as the process of leading in order to cause a venture to grow and prosp…
Creating Your Life Purpose Statement
Previously, we talked about the importance of having a life purpose statement. Now, we’ll discuss what a life purpose statement looks like, including a few key questions to ask yourself as you draft…
Principles in Practice: Have a Long-Term Plan
We were delighted to help a young family determine the most appropriate way for them to save for the college education costs of their two young sons. Once we determined that the College Savings 529 Pl…
