Where Does Growth Come From?
Photo by micheile henderson on Unsplash I wrote this piece for one of my client newsletters in 2022. The principles…
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Failing to Plan is Planning to Fail – Benjamin Franklin
If you have some free time, google “celebrity estate planning disasters.” What you will find are lists of wealthy individuals…
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Qualified Charitable Giving Due Diligence
Each year more and more of my clients are utilizing the Qualified Charitable Distribution (QCD) strategy with their IRA accounts. …
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Maintaining a Sense of Purpose In Retirement
An article a couple of years back stated too much time on our hands may be as bad as too…
