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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The Elite Wealth Management Report FOILING THEFINANCIALFRAUDSTERS Financial fraudsters are working overtime to target those of us with significant assets. Even worse: They’re having far more success at parting us from our wealth than you might imagine. The upshot: Just because you’re “good with money” or careful in who you deal with when it comes
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Our Island Adventure and Lessons for Life This summer, we embarked on what we thought would be the perfect island adventure to the Beach. The plan was simple—relax, create memories, and enjoy some much-needed family time. But, as life often reminds us, the best journeys rarely go as planned. It all started before the sun
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The Elite Wealth Management Report Three Signs That Your Professionals Are Exceptional As someone looking to make smart decisions about your money so you can live a life of significance, one of your biggest goals should be to ensure you’re getting value from your professionals—the wealth managers, lawyers, accountants and similar experts you rely on
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Golfing with Daegen: A Day of Joy, Lessons, and Financial Wisdom There’s nothing quite like the bond between a father and son, especially when shared over a round of golf. Recently, my son Daegen, my Dad, a buddy of mine, and I spent a beautiful day on the golf course together. Sometimes, this “mean old
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