Attorney’s Advice – No Charge
Read this and make a copy for your files in case you need to refer to it someday. Maybe we should all take some of his advice. A corporate attorney sent the following out to the employees in his company:
The next time you order checks have only your initials (instead of first name) and last name put on them. If someone... >Read More
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Don’t Pick Up the Phone…Until You Have Read This Article
If you or someone you love has ever been taken in by a phone scammer – someone who attempts to trick people into giving them money by offering “free” trips, “no risk” investment opportunities or “pre-approved” loans - you know how frustrating and embarrassing such an experience can be. Unfortunately, you’re not alone. Although...... >Read More
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Content With Less
As president of Ron Blue and Company, Canada*, nothing frustrates Michael Gibney more than when he hears people equate poverty with spirituality.
He describes this as a ‘tail-chasing’ argument, because the same people who say it’s ‘un-spiritual’ to be rich are the first people to turn to the wealthy when they are in...... >Read More
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Values-Based Wealth Transfer
For some, estate planning is limited to scrambling to update Wills just before a vacation. Even most professionally developed estate plans begin and end with numbers. While numbers are important, by themselves they do not tell the complete story.
That is why it is necessary for a fundamental change in how we think about and do estate planning: a...... >Read More
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Jerry Gedir,
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Your Money: Powerful Weapon or Loving Reward?
What is your financial nature?
Are you painstakingly careful with your money or are you known to live beyond your means and spend it as soon as you get it? Would they call you a cheapskate or overly generous?
Maybe you don’t realize it, but the money you control has the power to affect several generations in a positive or negative... >Read More
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Allen Unrau,
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Passing on the Principles
Teaching your children and grandchildren how to handle their finances is one of the greatest challenges parents and grandparents face.
As Indira Patro, founder of Mustard Seed Ministries says, you can go all the way through school, earn your bachelor’s, master’s and doctorate degrees, and yet nowhere along the way will you be required to learn...... >Read More
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God’s Will, My Will
A Christian ministry invited me to present estate planning issues to its constituents at an event. Following the presentation, a businessman and his wife began discussions with me about their estate. In the process I asked them, “Have you thought about contributing part of your estate to the Lord for His work?”
They responded by stating they...... >Read More
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Stuart G. Rempel,
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Invest in Yourself
Eight non-financial tips for retiring boomers
If you’re one of the millions of... >more
Make Your Retirement Income Last
“Our income seemed more than adequate when we retired. But now we’re... >more
