We are approaching the biggest wealth transfer ever as Baby Boomers prepare to hand off their life savings to their heirs. But will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes? When it comes time to transfer what we have worked… [Read More]
In a previous Forbes article, we outlined some strategies for Effective Wealth Transfer (preparing your wealth for your heirs), including some great strategies that could potentially save your family hundreds of thousands or even millions of dollars in unnecessary Estate & Capital Gains Taxes. In this article, we want to discuss Intentional Wisdom Transfer, which… [Read More]
There is One Race…the Human Race No one of us is better than the other, and we are called to love one another and to treat one another as better than ourselves. If you are able to abide by the Golden Rule, “You shall love your neighbor as yourself,” you are doing well. But if… [Read More]
As American businesses start to open back up, many business owners are looking for ways to move beyond just surviving to thriving. Many have received PPP (Paycheck Protection Program) loans or other emergency grants or loans from the SBA (Small Business Association) or their State. Those funds really just help your business to “survive”—to get… [Read More]
The world stage and the airwaves are dominated by messages of both panic and new information daily—changing our lives to a new normal. Self-isolation, separation, masks, and gloves are part of that new normal, along with empty shelves in the grocery store and elusive toilet paper. No one wants to go through catastrophic circumstances or… [Read More]
Parents understand the challenges that come with raising children in this day and age. Living in a world that is opposite all that we want to encourage in our children, we can sometimes feel like it is an uphill battle. But with a plan in place, we can impart our hearts to those we love… [Read More]
“Where there is no vision, the people perish.”—Proverbs 29:18a (KJV) Written by the wisest man in the world, Solomon knew that to live this life well, we need to have a vision and follow it. Having a vision is a necessary ingredient for good leadership, otherwise, we don’t have a good game plan and are… [Read More]
A Family that Gives Together Stays Together: 5 Key Benefits to Generosity The culture we establish in our homes sets the stage for how our children and even our children’s children live their lives. When children are used to being served or having the family cater to them, they don’t develop a generous heart. But… [Read More]
The old adage about grandparents spoiling their grandchildren might be something we laugh at, but it is no laughing matter. Character is born from whether we spoil our children and grandchildren or whether we instill virtues, values, and a good work ethic within them. In a culture where our perspective of how much is too… [Read More]
Have you ever heard anybody say, “We want to make the lives of our children easier than we had it growing up”? Maybe you’ve said it too. But is that the best? The next generation can be prone to a spirit of entitlement when things are just given to them and they have not had… [Read More]