Imagine yourself in your favorite spot in the world. You are in the last days of your life and looking back at your story. What do you want your story to be? Are you living that story today? If not, why not? If not, how do you change your course?

Preparation is the one thing that separates an unpromising outlook from a successful future for you and your family. And that preparation starts with one thing – you!

There is nothing wrong with wanting to help your loved ones financially, but there are a few questions you have to ask yourself first.

You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect investment—one that’s safe, but offers an outstanding return. Our experience tells us that there is ultimately only one perfect investment—family.

Do you have it? Do you have enough? Does it cover what you think it does? Life happens. Make sure you know what you need and know what you have, then act on it.

As our wisdom grows so does our desire to impart this wisdom on our loved ones. Most wisdom is gained by some hard knocks with good stories behind them.

63% of affluent 18-22 year old’s say that financial stability in retirement will depend on inheritance. Should inheritance be a retirement strategy?

Our world is a mess, but the cleanup can start in each of us with a simple, random act of kindness. Let’s make a family challenge - What can we do to start a ripple effect of gratitude?

Think about the people you love and care about—your spouse, kids, grandkids, siblings, parents, employees. How would they fair if you suddenly died? Do you even know?