Summer Is Here!

Can you believe it?  The 4th of July is upon us.  I love the fireworks, the barbecues, family and friends gathering and just enjoying each other.  We have been through some difficult times lately, and we have many problems to solve – it won’t be easy, but we have to work at it.  We have to really listen to each other, respect each other, and learn to compromise.  Even with all her imperfections, the good ole USA is a great country; and it is time to celebrate what we have and where we live. Summer Investing If It’s On The Internet, It Must Be True […] Read more »

3 More Surprising Insights about Today’s High Net Worth Retirees

3 Little Known Truths about Today’s High Net Worth Retirees -- High net worth retirees are not who you think they are. The business owners and high net worth individuals who most enjoy and thrive in retirement are living differently than most of us imagine. Let me give you three surprising facts about today’s retirees, especially those with high net worth. Read more »

Business Owners: Avoid These Exit Strategy Pitfalls

Business Owners: Avoid These Exit Strategy Pitfalls -- The latest issue of Family Business features an article about the importance of business owners making their exit strategy plan early. Barbara Spector writes about “ The Owner’s Journey” a new Columbia Business School/U.S. Trust white paper that reveals the exit-planning activities of eight business owners, including five who owned family businesses. Here are a few major pitfalls the report and its authors point out. Read more »

5 Times When You Should Spend Your Money

My job is to help high net worth individuals and business owners save and invest. But today I want you to know that sometimes it’s good to spend your money. I write this with some trepidation. I don’t want to encourage anyone to spend money needlessly. I do want to encourage you to save and invest as much as you can. But sometimes spending either makes good financial sense or it’s a reward that you deserve. Considering spending money in situations like these:   Spend when the item you’re buying may well increase in value This concept comes up mainly with young people. When they’re […] Read more »