What follows is the continuation of success habits that will become part of a book I’m writing, “50 Rules of Success”. A lot of people never achieve a significant level of success in their lives because they are afraid of failing. They don’t go out for the cheerleading squad or football team; they don’t go […]
Aretha Franklin, the Queen of Soul, had a net worth of approximately $80 million but died without a will. It’s inconceivable that she didn’t take time to draw a last will and testament, particularly since she had been diagnosed with pancreatic cancer. The result will virtually guarantee her heirs will spend a lot of unnecessary […]
What follows is the continuation of success habits that will become part of a book I’m writing, “50 Rules of Success”. Rule: Be the Host Most people who know me would probably not describe me as shy or a loner. The truth is that my natural state is a shy person who is perfectly happy […]
How much financial assistance should you provide adult children and for how long? I’ve had over forty years of observing parents, both wealthy and not, provide various levels of financial support for their children. First, I must confess, I have no children of my own, so my ‘experience’ comes strictly from my observations and the […]
I received a request last week: “I would like to see something concerning U.S. Savings Bonds on your segment. We have many that we can cash. What is the best way to avoid taxes?” One of our Associate Advisors, Reagan White, prepared this overview: Savings Bonds have been around since the tail-end of The Great […]