Wisdom on Wealth Columns

Is It Urgent or Important?

“I have an opportunity…” I can’t tell you how any of my client conversations start with that statement. “I have an opportunity to…buy into a business…buy some land…buy a house I’ve had my eye on for a long time.” Always these opportunities come with a timeline.  “I need to give them an answer…by tomorrow…by the […]

Lowest Price or Highest Value?

$37 million. That’s how much the Los Angeles Lakers paid LeBron James to lead them to their 17th NBA championship. Along the way he earned the championship MVP title as the Lakers celebrated their title in front of…well, nobody. Weird year. Was it worth it for the Lakers? Having not won an NBA championship since […]

The Truth About Financial Control

How much of your life is in your control? Probably a lot less than you think. But how you respond to this uncomfortable reality can have a huge impact on your financial health. Think for a moment about all you actually control. Did you, for example, determine the parents you have or where you would […]

How Secure is Your Social Security?

Some people collect baseball trading cards. Other people collect antique books. I collect Social Security statements. Mine. Yes, I am that boring.  The oldest one I’ve got dates back to 2003, so I’ve got almost 20 years’ worth of Social Security (SSA) statements. But they contain my work records all the way back to the […]

The Danger of Financial Fatigue

The smell of fresh cut grass in August still makes me want to run and hide. I get flashbacks of red-faced football coaches, whistles blowing, screaming encouraging slogans at me like, “C’mon, son…run! Harder! Faster!” During summer camp, these thoughtful men even had trash cans placed strategically about the field so we players could pause, […]

Get Right About What’s Wrong

Chris thought he had a stomachache.  So, like most young men, he considered his options and did the only sensible thing. He ate more.  Well, that didn’t help, so he bought the jumbo bottle of Pepto-Bismol. By the time the weekend was over, he was doubled over in pain and begging his wife to drive […]

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