Freeing Your AttentionÂ
Reflections on finite resources and how best to assign them to our goals and values.Â
Freeing Your AttentionÂ
The Origins of the Kiddie Tax and 3 Ways to Invest (Tax-Efficiently) for Your Kids Â
Why your Financial Planner needs a Financial Planner
A Legacy of Generosity
Five Ways to Live Your Legacy While You’re Still Working
2022 Family Wealth and Values Conference Recap
Do I Have Enough Life Insurance to Protect My Family?
What To Do When Your Spouse Dies
Legacy Planning: Not Just for Your Parents
Teaching the Grandkids to Ski: A Living Legacy Story