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Money is an important tool in the lives of our families.  With it, we have the ability to make more choices.  Without it, life can feel limited.  Like it or not, our financial lives may be inadvertently woven into the financial lives of family members, even those who do not live in your homes.  Aging parents, adult children, aunts, uncles, grandparents and others may need your help one day and sometimes this involves money, yours and theirs.  It is important to understand what is going on in the lives of those for whom we may be responsible for one day.  As each member of a sports team must know the plays, the strengths and weaknesses of each team member, so must we bring the same understanding to our families including the financial aspects of their lives.


Friday, March 17, 2023

Life comes at you fast.


Friday, March 17, 2023

Every piece of the pie is important.In a comprehensive financial planning process, there are 8 important pieces:• financial goals• budgeting• savings plan• investment strategy• retirement planning•...


Friday, March 17, 2023

It doesn't take long to find stories about a 19 year old who made so much money that he/she was able to retire, or of a 15 year old who graduated from college and has been accepted into medical school. Being ahead of the curve in...


Wednesday, March 8, 2023

For women to win with money, these things are important:• Stay (or become) educataed and current on money and the economy• Know your numbers - what you own, what you owe & the amount of money that you’re likely to...


Tuesday, March 7, 2023

Before the honeymoonbefore the wedding photos on the beachbefore the receptionbefore the walk down the aislebefore saying yes to the dressbefore the showers & partiesbefore the epic proposal & engagement ring,talk about money.Assets,...


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Tuesday, March 7, 2023

When you need to know more about your parents’ finances, finding balance is important:• balance between their privacy & your need to know• balance between their understanding of their situation & your desire to...


Tuesday, March 7, 2023

The road to fitness, health & wealth requires consistencyand a clear, vivid picture of where you’re going & where you want to be.Countless little decisions change your trajectory.These things require sacrifices until those...


Tuesday, March 7, 2023

Your plate is full.Stacked high with endless things that demand your attention and people who need you.Layered between raising children and caring for your parents/in-laws are work, working out, grocery shopping & meal prep, paying...


Thursday, July 14, 2022

Roll the calendar forward 3 years. Today is June 2, 2023...1095 days from now. What do you want your life to look like then? Where will you be living? What will you be doing? Working or work-optional? On a beach with your laptop? On a...


Tuesday, August 11, 2020

18,608 days. 50 years + 51 weeks. This was the time that our friend had to live his life. One week shy of turning 51, he didn't wake up.


Tuesday, August 4, 2020

Each year, around the middle of May - the brief window when the temperatures are the warmest and right before monsoon season, hundreds travel from around the world to the Himalayas with the goal of reaching the summit. of Mt. Everest.


Thursday, July 2, 2020

Cash flow is the economic fuel that helps us navigate through life and, regardless of where you are in your travels, a work optional lifestyle is a common objective. This is true whether your objective is FIRE (Financially...


Thursday, June 25, 2020

Like the GPS on your phone, GPS planning helps you get from A to B, from where you are to where you want to go. You provide the vision of the future that you are hoping for, we help by providing possible routes designed to move you closer.


Sunday, June 21, 2020

We just don't know what's around the corner. We may know what we want our lives to look like, but there are literally endless possible outcomes.


Thursday, April 16, 2020

wellth - welTH - noun - an abundance of physical, material and mindset prosperity


Wednesday, July 31, 2019

What have you been putting off? Saving for retirement? Getting a valuation on your business and creating a plan? Applying for life insurance? Getting that medical test checked off of your list? The days may be long but the years go by...


Tuesday, July 16, 2019

Publix has a brochure in their entryway called Prepare for the When - Hurricane Readiness Guide. It's not called Prepare for the If. The Atlantic hurricane season lasts from June 1 to November 30. Hurricanes will not probably happen....


Sunday, July 14, 2019

My family and I had the honor of being invited to a 30th business anniversary celebration last night.


Wednesday, July 10, 2019

Walking on a fishing pier in the ocean provides a birds-eye view of the sea and the sky. On a calm, sunny day, you can see for miles. Down below, the perspective from the beach is much different. Instead of an endless horizon, what...


Monday, July 1, 2019

The roads that we travel with our families are filled with twists and turns. The distance from one milepost to another can seem endless when we are going through challenging times or pass by in a flash when things are going smoothly....


Friday, May 31, 2019

As a recent graduate from Georgia Tech with a degree in IT Management, I was surprised and happy when one of our oldest sons, Brad, asked me if he could work for me this summer. If memory serves, the Actual question that he asked was...


Tuesday, April 16, 2019

While past successes and failures do not guarantee what may happen in the future, they can offer much wisdom. This report takes a look back at events in the stock and bond markets over almost 9 decades. Click below to request a copy


Monday, January 14, 2019

Often times in life, the most important things in life are the most difficult to do. Having someone beside us who can help us see the future that we envision can help us get and stay on track.


Monday, January 14, 2019

Where are you now? Where do you want to go? What needs to happen for you to get there?


Friday, January 4, 2019

Family Family...for better or worse, he relationships that we have with our spouses, parents, siblings, children and others close to us have great impact on on our lives, sometimes in ways hat we may not be consciously aware, like our...


Friday, January 4, 2019

Why is it that the things that we know that we need to do to move us closer to where we want to go can be the hardest things to do?


Friday, January 4, 2019


Friday, January 4, 2019


Friday, January 4, 2019


Friday, January 4, 2019

While we may be capable of doing our own taxes, drawing up legal documents through an online program or negotiating a real estate contract, should we, really? In many cases, utilizing the knowledge and resources of seasoned...