Question: All the uncertainty surrounding the Coronavirus has me wondering how effective long-term planning can be during times like these. What do you think? Answer: “My life has been filled with terrible misfortune; most of which never happened.” So said French philosopher Michel de Montaigne over 500 years ago…which just goes to show you worry is […]
Coronavirus – Good Reason to Delay Planning? Read More »
It isn’t the first time and it certainly won’t be the last. But we find ourselves in the midst of a worldwide health crisis – the Coronavirus (COVID-19). Among the many ripple effects of the disease, and the world’s desperate attempts to contain it has been a significant impact on financial markets. Markets don’t like
Lessons from a Crisis Read More »
“Do you want to get well?” It’s a question that seems to have an obvious answer, especially if you’re sick. “Of course, I want to get well! What kind of question is that?” Next comes the follow-up question, and here’s where you separate the curious from the serious. “Are you willing to do what it
A Way to Get Better Read More »
“How wrong can you be!” It was a message scribbled on a blue post-it note, stuck to a worn and folded newspaper clipping. The clipping was of a column I’d written for the local paper about 15 months prior to the note being written. I came across this old bit of correspondence just this week
I wonder how many patients gorge on fried chicken the day before their first cardiology appointment. I’ve had many people come to see me for financial planning and begin the conversation by “admitting” they just bought a new car. Or a new house. Or maybe a new boat. It didn’t take long to figure out
Symbols are No Surrogate for Substance Read More »
Have you seen the latest fitness craze? It’s a mirror. Actually, they call it “The Mirror.” This $1500 piece of technology combines video and live feedback technology to provide the experience of a one-on-one trainer in your home…only she’s really just in your mirror. It’s actually kind of spooky. There you are, standing in front
We got to an LSU football game once, only to discover we’d left the game tickets on the kitchen counter (stop laughing…you know you’ve nearly done the same). That wasn’t as bad as the time we got to Disney World, four Magic Kingdom manic kids in tow, only to discover we’d done the same things
Did You Forget Something? Read More »
The only thing she had left of him was his estate. If she lost that, she would lose him. It became obvious in our first conversation that she wasn’t here to talk to me about stocks, bonds, houses, buildings, businesses, or timberland. She had inherited all of that from her father. From a purely financial
Inheritance: Is It a Burden, Barrier, or Benefit? Read More »
“That’s never going to happen.” She held a binder in her hands with papers, charts, and projections outlining the process of how she and her husband might gradually replace the income they each earned through working with income that comes from their accumulated assets. Otherwise known as a retirement plan. “Now hold on a minute,”
From Vision to Provision to Victory Read More »
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