Are You Really as Strong as You Think You Are? (A Guy Weekend, a Wrestling Match, and a Wake-Up Call) The house was quiet. Too quiet. Chelsea and the rest of the crew were away, and that meant only one thing: guys weekend. Just me and my four-year-old little warrior, Brooks. I looked him square in […]
Michels Family Financial Second-Opinion Service Exclusively for friends, family and associates of our valued clients In this challenging economy, you probably know a friend, family member or colleague who may be in a complex situation or is just unhappy with the advice from his or her financial advisor—it’s not uncommon. We believe that many high-net-worth
The Elite Wealth Management Report Navigate the Complexities of Tax-Loss Harvesting Tax-loss harvesting is a strategy used by many investors and their advisors as a way to reduce the amount of taxes owed. Despite tax-loss harvesting being a well-established tool, it remains controversial in some respects. For example, research continues and debate is ongoing as
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The Superpower We All Have—And How It Can Change Everything Every night, as I tuck my kids into bed, we step into a wonderful world of laughter and imagination. Our nightly routine; we talk about our day, say our prayers, and then dive into a game that has become a cherished tradition—The Guessing Game. My
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Turn Positive Thinking into Focused Action Advocates of the power of positive thinking tell us that if we adjust our attitudes to be more upbeat and visualize what we most want—in life, our careers or our businesses—we will find ourselves moving toward those goals in a way that can feel almost effortless. Sounds great, right?
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Finding Financial Happiness: Lessons from Everly’s First Birthday and Your Future Self Near the end of the year, we celebrated our sweet baby Everly’s first birthday. The house buzzed with joy. Family and friends gathered to mark a year filled with firsts: her first smile, her first steps, her first word. Everly sat in her
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Our passion for teaching money education stems from a profound moment in my high school years when I worked at a golf course as a cart cleaner and driving range worker. The owner, a kind and generous mentor, took the time to teach me the fundamentals of money—a gift that transformed my life in ways
The Elite Wealth Management Report When Financial Uncertainty Rears Its Ugly Head Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster that wrecks your property may cause significant distress that puts your financial future in question. And while having
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The Elite Wealth Management Report Addressing the Challenges of Giving—and Receiving—Family Wealth While most people would agree that having money is better than not having money, wealth itself doesn’t guarantee a smooth, happy or successful path. That can be particularly true among those who inherit family wealth. Affluent parents and grandparents often worry about the
A Picture-Perfect Family Lake Day Picture this: a sparkling summer day, where the sun kissed the crystal-clear water, and the air was filled with the laughter of children and the scent of sizzling BBQ. It was one of those rare moments in life when everything feels just right, and you want to freeze time to
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