It is estimated by many sources, that for the last few years approximately 10,000 Baby Boomers are retiring daily in our country. This is expected to continue for at least the next ten years.
THE DONOR ADVISED FUND Last week I introduced a tool for leaving a financial legacy called a donor advised fund. I also shared three scenarios where a solution for leaving a financial legacy was needed. In all three of these scenarios, a donor advised fund may be used to more efficiently accomplish short and long […]
Did you know the word “retire” only appears in the entire Bible one time? It is found in the Old Testament in Numbers 8:24-26. This scripture speaks of Levitical priests retiring at the age of 50 from serving in the temple, but it is not in the context we think of today. Instead it is […]
PROVERBS 13:11 (NET) Wealth gained quickly will dwindle away, but the one who gathers it little by little will become rich. 29 years in business have left me with a lot of knowledge about how people obtain wealth. In all those years, I have come to learn that most people have obtained wealth like a […]
In my nearly 29 years in business I’ve come to the conclusion that wealth is obtained 90% of the time in one of these 10 different ways. Last week I shared the first 5 (to visit last week’s blog, click here), this week the remaining ones that will be discussed are usually sudden, resulting in Sudden […]