Estimated Reading Time: 2 minutes The amount of human capital you have (the aggregate value of your earning capacity) decreases every day. Because everyone will eventually either retire or die, human capital is limited. Business owners face a particularly perplexing…
Estimated Reading Time: 2 minutes Among the benefits of having literally thousands of client interactions over the years is this…we have seen almost everything! From routine missteps to huge lifestyle altering lapses, we have witnessed these many times. Our purpose…
Estimated Reading Time: 2 minutes Urgency and Advice A large percentage of the individuals who contact us say they need “advice”. What this usually means is that they want a resolution to an urgent problem. The situation is urgent because…
Estimated Reading Time: 2 minutes One of our clients, years ago, said that the most valuable thing that we did for him was to provide “radical candor.” Those are strong words and perhaps the reason candor is “radical” is that it is rare in the realm of financial services.
Estimated Reading Time: 2 minutes Life is about more than just finances; it is about our values and people we love. Life is…more than numbers. This phrase embodies our approach to financial life management and represents a sharp departure from…
Estimated Reading Time: 2 minutes Estate Planning is something that many of us put off because it forces us to come face-to-face with our own immortality. Estate lawyers tell us that a large percentage of clients that come in for…
Estimated Reading Time: 2 minutes Even with an eye towards good organization and forethought, the details of our digital life can create major headaches for our loved ones after death.It seems that it is far easier to set up digital…
