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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…
The 40 Generation Family Business?
Can you imagine a business lasting 3 generations? Perhaps you’ve heard the adage: shirtsleeves to shirtsleeves in 3 generations. In America, it’s…
Do You Call This Man a Success?
He died at the age of 43 following an emergency appendectomy. Prior to that time, he’d spent the majority of his time…
Living Irrational Generosity
Irrational—not logical or reasonable Have you ever considered the idea of living with irrational generosity? When it doesn’t make sense? When the…
11 Ways to Live Practical Generosity
Living generously is really pretty simple. Sometimes we just need a few ideas to spur us on. Here are eleven suggestions: Write…
Your Foolproof Guarantee to Happiness
We spend most of our lives waiting for our “when.” When I get that promotion. When I get that new house. When I…
Can We Raise the 2 Percent?
There are some rosy numbers out there for the giving world. In 2014, the last full year numbers are available, charitable giving…
Don’t Make This Giving Mistake
I’ll never forget the frantic phone call I received one year ago on December 31st. A donor had sold some assets during…
The Seven Generation Legacy – Can It Be Yours?
When you meet with most advisors, they encourage you to think of retirement. “Plan for the long term” is the adage. But…
Bring Refreshment to Others for Yourself
Whoever refreshes others will be refreshed. Proverbs 11.25 (NIV) It’s a simple proverb: if you refresh others, you get refreshed too. What…