I believe one of the hardest things to do is find the “right fit” advisor for you and your family. Because of this, I thought I might take a minute to educate you a little about our industry.

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.

We’re celebrating our 15th year of publishing articles and sharing some of our 70+ years of combined experience. So, here a few of our favorite money ideas we have advised on that even experts didn’t know existed.

The irony of stress is realizing it isn’t good for you, then stressing about being stressed. The busier you are and the more success issues you have, the harder this tends to get. All of that stress you have may be for nothing.

Over 35 years of working in various fields of Life Planning has shown me that most people don’t plan to fail –they just fail to plan. Read our short article to learn more.

The truth is that we do live in interesting times. It is also true that no one or one thing can bring you peace but yourself. Find your horizon and don’t lose sight of 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.

A lifetime of success can a feel a little overwhelming. You don’t have to do the job alone. This week we share 3 important steps to help you setup a solid foundation.

Once you are successful, the next step is how do you keep it? Which is the job of a CFO. Who is going to help you keep and maximize your success?