Generations

Do you find yourself asking, “What time is it?” The year 2020 has many people wondering whether we are on the edge…

In our 5G world, I think we’ve forgotten the impact of a life well lived—or in some cases the life lived poorly….

Do you have a promising vision of legacy that you’re working toward in your family? What mission has God called you out…

Is there a secret sauce of family togetherness? Maybe so, but it’s probably not what you’d expect. It’s not time on the…

In our Western world, we tend to think about the here and now—the immediate. It’s so much about job, career, taking the…

Nick reached the point in his life where things seemed comfortable—the bills were paid, the business was booming, and the highway up…

The next generation is often uninvolved in the family wealth discussion. Impact investing has the potential to bring generations together in a…

More than 60% of parents don’t talk with their kids about money, a Merrill Lynch study found. Learn the obstacles to talking…

It used to be that as a financial advisor you were doing great if you worked with your client, planned a good…

The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth…

In family businesses, the startup season is often marked by struggle and interdependence. Families have to pull together, tighten their belts, sweat…

I started the day with breakfast with my nephew-in-law. The bacon was crisp, but it was better to have some good conversation…