Category: Goal Setting

Filter Blog by:
    Our 5 Favorite Leaders in Business

    Blog

    Our 5 Favorite Leaders in Business

    Most of us are familiar with at least one of the Fortune 500 companies across the United States. The leaders of these companies inspire change bringing us new innovations progressing us into the future. John Maxwell said, “People buy into the leader before they buy into the vision. …

    Read More
    The Opportunity in Change: How Changing Goals Change Financial Plans

    Blog

    The Opportunity in Change: How Changing Goals Change Financial Plans

    During the pandemic, my family moved into a new house. We weren’t planning on moving, but that didn’t stop us from participating in the pandemic housing boom. But we did so at a time where the kids weren’t yet out of school, so for about three weeks, we owned two homes. Instead of having to …

    Read More
    Yes, You Can Make a Solid Long-Term Care Plan. Here’s How and Why It’s Important

    Blog

    Yes, You Can Make a Solid Long-Term Care Plan. Here’s How and Why It’s Important

    In today’s world it’s fair to say that most reasonable people believe that they are going to live a long life, and, when you live a long life, it’s also fair to say that sooner or later at some point, we’re going to need some form of care.

    Read More
    As Gaming Industry Levels Up, So Does Its Value to Investors

    Blog

    As Gaming Industry Levels Up, So Does Its Value to Investors

    Many investors are embracing the $160 billion gaming market. The industry is larger than the $43 billion box office, $60 billion video streaming and $19 billion music businesses combined.

    Read More
    Intentional Living

    Blog

    Intentional Living

    "Living with Intention is scary—it means taking responsibility for yourself and your life. It means letting go of the rulebook that society and your family gave you. When you let go of the rules, you're in charge. You get to decide. When you decide to live with Intention, suddenly you have …

    Read More
    How to Make Sense of Retirement and Estate Finance

    Blog

    How to Make Sense of Retirement and Estate Finance

    Retirement is far off until it isn’t. This chapter of life can sneak up on just about anyone, and we do ourselves a favor to be as prepared as we can. Like anything involving the government, finances can be confusing, with different tax treatments, contribution limits, beneficiary rules and more.

    Read More
    The Comprehensive Guide to Estate Planning

    Blog

    The Comprehensive Guide to Estate Planning

    An estate plan doesn’t materialize with the snap of your fingers. In fact, an estate plan demands that you confront your mortality. Perhaps that’s why so many of us fail to plan for the future. The reality is that estate planning isn’t about you – it’s about your loved ones. Much stands to …

    Read More
    How Estate and Gift Taxes Can Impact Your Financial Plan

    Blog

    How Estate and Gift Taxes Can Impact Your Financial Plan

    Heath Ledger’s death in 2008 is another tragic story of an extremely talented artist gone too young. The unfortunate circumstances of his death compounded the complexity of his estate, leaving lawyers and family in a difficult position.

    Read More
    Teaching Kids about Money from Childhood Through Adulthood

    Blog

    Teaching Kids about Money from Childhood Through Adulthood

    Teaching kids about money is especially complex – you aren’t just passing on a few bucks to go to the movies, but an array of attitudes, values and assumptions regardless of whether you mean to. Your kids watch, in a way not even they are aware of, how you interact with finance and how you …

    Read More
    Why You Should Start Your Estate Plan Today (Instead of Tomorrow)

    Blog

    Why You Should Start Your Estate Plan Today (Instead of Tomorrow)

    Many of us think we don’t have enough assets for a will to be necessary, or we’ve simply put it in the “I’ll get to it” category. But planning carefully now can save your beneficiaries from legal fees, tax losses and the ugly relational stress that comes up all too often in the estate process. 

    Read More