Estate planning is not something that anyone puts at the top of their “Fun Things to Do” list, but most can agree that it is particularly important. You’ve worked a lifetime to create your estate and ...

The following is reprinted with permission from strategicplanningMD.Where many organizations go wrong with strategic planning is at the very outset. They wander off blindly without spending time to ...

Recently, I received a hand-written letter in the mail — this has never happened in my 23 years as an investment advisor. The person wrote a five-page letter explaining that his wife had to be put in ...

The purpose trust has evolved into a powerful estate-planning trust in the United States. It’s a non-charitable trust without beneficiaries that generally perpetuates a purpose: to care for property.

Many organizational leaders cite their instincts and having a “feel for the business” as reasons for their business success. Fair enough. But there comes a time in any growing enterprise when having a ...

For ages, we've been sold this shiny idea that retirement is “work hard for 40 years, invest, and boom”, welcome to your reward of endless golf, beach chairs, and grandkid photos. Punch in, punch out, ...

The events industry is entering a new phase defined as much by purpose-driven as by production-focused. Earth Day, a couple weeks in the rearview, offers a timely lens into the growing momentum behind ...

For ages, we've been sold this shiny idea that retirement is “work hard for 40 years, invest, and boom”, welcome to your reward of endless golf, beach chairs, and grandkid photos. Punch in, punch out, ...

The following is reprinted with permission from strategicplanningMD.Where many organizations go wrong with strategic planning is at the very outset. They wander off blindly without spending time to ...

When most people think about retirement planning, their minds go straight to the numbers. How much do I need? How much can I spend? Will my savings last? These are important questions, but they’re ...