Blog

Concentrated Wealth

When the majority of your net worth is tied up in your company, planning for liquidity as early as possible is smart.Monetizing a business is a significant decision that requires careful consideration and planning. For the best...

Longevity

So much emphasis is put on retirement savings.Makes sense. We need money to live.But we also need healthy blood pressure, to be aware of our cholesterol, our weight and BMI and to take steps to improve these when necessary. These...

Financial health starts where you are right now

Financial health starts where you are right now.You can’t change the past.Absolutely all that you can control are the choices that you make now and in the future.This also goes for physical health, words that were said in anger,...

How to make better buying decisions on bigger things

How to make better buying decisions on bigger things by answering 2 questions:Let’s say that you want to have a pool installed at your home.Before you jump in, ask:1. How will this purchase impact your current cash flow and...

Life comes at you fast

Life comes at you fast.

Every piece of the pie is important

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•...

When goals are realized later

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...

For the Win!

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...

We did before I do

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,...

Finding Balance

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...

Take this road

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...

Your plate is full

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...

The Educated Heir: It's July 14, 2025

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...

The Educated Heir - Be the Glue

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.

Exit Planning Mountain - 6 steps to help prepare you for the climb

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.

Work Optional

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...

GPS Planning

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.

The Educated Heir - What's next? Be ready!

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.

The Educated Heir - Here's to your Wellth!

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

The Educated Heir - Let's Get This Done

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...

The Educated Heir - Prepare for the When

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....

The Educated Heir - 30 Years

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

The Educated Heir - Fishing Pier

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...

The Educated Heir - The roads we travel together

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....

Family in Business

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...

89 Years of Bulls & Bears

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

Family Business requires Leadership

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.

Family Business requires Financial Clarity

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

Family Money

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...

Doing what we don't want to do

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?

Financial Clarity

Game Plan

Simplify your life

Family Business is a Team Sport

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...