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Measuring the Success of Your Family
For 2023, consider making some adjustments for your family. I often say that one of the simple ways to measure the success…
Start with Your Family Stories
Building great family culture starts with stories. Brad Grey of Walking the Text teaches a simple truth: in Jewish families, from birth…
Charitable Strategy: The Most Missed Element in Business Sales
It happens time and again. While most owners have 80-90% of their assets locked up inside of their business, it’s remarkable how unprepared…
Do You Talk With Your Kids About Money?
More than 60% of parents don’t talk with their kids about money, a Merrill Lynch study found. Learn the obstacles to talking…
What Is a Donor Advised Fund Anyway?
Do you know how a donor advised fund works? Not many people do, though they’ve been around since 1914.
If Jesus Were Your Financial Advisor…
In a meeting with your financial advisor, you might cover portfolio diversity, risk tolerance, etc. But what would Jesus the financial advisor…
Pondering Legacy: My Neighbor’s Final Years
Have you ever wondered about the legacy of your neighbor? I watched one of my neighbors live out his final years down the…
Wealthy American Presidents and Net Worth
Have you ever wondered how wealthy American presidents have been through our nation’s history? And can you name the last U.S. president…
How Chasing Power and Position Destroys Legacy
Legacy is not the sole domain of the powerful or influential—it’s for everyone. But a controlling desire for power and position can…
Jesus and Wealth—What Did He Think?
Considering the poverty Jesus experienced at points in his life, you might think he’d be pretty negative about wealth. What did he…
What Happened to the Giving Pledge?
The Giving Pledge. Bill Gates and Warren Buffett made it famous ten years ago. Many people thought the pledge would inspire a…