Death and Taxes

July 12, 2016 · Jackie Lawson

In 1789, Benjamin Franklin wrote a letter to Jean-Baptiste Leroy. In this letter, he wrote “Our new Constitution is now established, and has an appearance that promises permanency; but in this world... Read More →

Happy Money, Happy Legacy: Rethinking How You Invest Your Time and Your Money

March 01, 2016 · Rod Diaz

I had long held the idea that there were only three things one could do with money: spend it; save it; or gift it (i.e. give it away). And, as a Financial Advisor, I had lumped investing into the &ldquo... Read More →

The Real Costs of Procrastination

August 07, 2015 · Jackie Lawson

Procrastination is defined as "putting off, delaying, or deferring an action until a later time." All of us may be guilty of this from time to time, whether it be putting off a household chore, not... Read More →

Living Single: Estate Planning Advice

March 08, 2013 · Deborah A. Moses

We hear it in the media and are likely to see it in our social circles – Americans have become less likely to marry. There are a lot of reasons for a declining marriage rate – the younger... Read More →

Most Estate Plans Ignore Critical Succession Issue

August 28, 2006 · Will W. Carter

One of the themes of my work with clients is to consider how thinking and practices that lead to success (or failure) in the business world can produce similar results when applied to matters of personal... Read More →