Blog

We're almost at the end of September, which is bewildering -- where did summer go? Pumpkin lattes are everywhere, the weather is turning ... and life is really starting to accelerate. But we do know something that can stop anyone in their tracks on an accelerating...

Working with my Lakewood Ranch clients' finances over the years has given me a bit of a crash course in human behavior. Often, I'm floored by the generosity I see displayed by many clients -- even those without significant means. Other times ... well, I think that we...

I had the wonderful opportunity to attend an educational conference in Tucson this past weekend, and it poured heavy rains and the weather was cooler. Because we are right in the thick of summer, it's tempting to just sit back and hit the cruise control for the next...

I have more to say about financial independence today (since I received some great feedback the last time I wrote about it). But before I get there, I'd like to speak some encouragement to you. A few people in Lakewood Ranch wrote me saying that they were feeling...

Four Keys to Achieving Financial Freedom by James P. Casement "You will never do anything in this world without courage. It is the greatest quality of the mind next to honor." -James Allen Often, as we strive to keep our heads above water in these culturally crazy...

Last week I wrote about worry, and this week ... well, the summer is fully upon us, and as things get hotter, some days I come into the office and with the intensity of the heat causing sleepiness, I occasionally find myself a little stuck. Can you relate? You see,...

There is this show I've been watching on Netflix called Heir Hunters, and it chronicles 30 research companies in the UK who race to locate surviving heirs when someone dies without a will. The research companies get a commission if they can locate the heirs. It's a...