Do you need a Wealth-Inheritance-Legacy Plan?

02/10/2015Posted in Inheritance, Baby Boomers, Wealth Management, Retirement, Investing, Christianity, Biblical Wealth Management, Financial Goals, Giving, Charitable Giving, Charitable Trust, Financial Planning, Generations, Family Inheritance, Heritage Planning, Creative Giving, Charitable Gift Annuity, Blogs, Finance, Generation X

As you get closer to the finish line of life, it’s important to start thinking about your wealth distribution in three different ways.

The Ten Most Common Ways I’ve Seen Wealth Obtained, Part I

02/22/2013Posted in Finance, Wealth, Wealth Management, Pension, Retirement, Blogs

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 […]

Ten Most Common Ways I’ve Seen Wealth Obtained, Part II

03/01/2011Posted in Sudden Wealth, Finance, Wealth, Wealth Management, Pension, Retirement, Blogs

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 […]