The foundations of your rock-solid estate plan  Entering 2019, thinking about those friends and family we have all lost in the past year(s) cannot help but make us think about our own mortality, at least for a moment. That maybe something you may not want to think about, the future after you have left this…

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How long will this market go up? This past week’s volatility has been fierce and some experts have hinted the start of a correction – how long will this market go up? Hopefully this “news” is not getting in the way of enjoying your True Wealth, which includes financial, but as you know covers so much…

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It’s what no one ever wants to hear: “The test results have come back positive.” And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into uncertainty, confusion and fear. That means you have two choices: Wish and hope that…

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There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in life, that’s truer than you might have realized. Taking time to examine the choices you make in your life and work each day and over the long term to make sure they are…

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Can “peace of mind” be acquired with Bitcoin? Due to my role and background, I receive periodic inquiries with these “cashless society” type of questions. Bitcoin is a hot topic in today’s newspapers, and a source of questions. What does a Bitcoin look like? Or what is a Bitcoin?  Etc. The short answer, Bitcoin is…

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It seems like there isn’t a day that goes by that we don’t get the question from someone, “Do I need long-term care or not?” Listen to the story about  Dr. and Mrs. “M” at a recent seminar.

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Thank you to everyone who attended our client appreciation open house in our new offices! We enjoyed great food, conversation and music together and had a fantastic time. If you weren’t able to join us, we’ll look forward to our next opportunity to spend some quality time together. If you were there, enjoy the video…

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If you know me, it should come as no surprise that Thanksgiving is my favorite holiday. The thing about Thanksgiving is that it’s often more of an embodiment of the giving spirit, which is a direct connection to the Contribution category of True Wealth. A key component of True Wealth is creating the opportunities to…

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If you’ve turned on a TV or radio, cracked a newspaper, been online or had a conversation with nearly anyone during the course of the past year, you’re already aware that we’ve just witnessed one of the most contentious general elections in modern history. As of this past week, the process has completed and the…

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