Author: Angela Robinson

Complicated

Money Doesn’t Have to Be Complicated

Let’s just lay it out on the table: money often brings out the extreme in people. Money is a frustrating topic. You find two-sided information on every topic you search regarding money. Everyone you know seems to know everything about what you are going through. And caution! Marriage counseling may be required. It can be…
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October 20, 2020 0
Opportunity

The Opportunity in the Mirror

Remember when buying a coke was a treat and eating out for dinner was a true luxury? When you’d get a hole in your pants and your Mom would fix them – not throw the pants away?  When you walked down the street and truly overweight people – especially children – were few and far…
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October 13, 2020 0
Financial Planning

Real Financial Planning

In this world of vast information, just about anyone can claim to be a financial advisor. Moreover, the McDonald’s of financial advisors are popping up on every corner in those big brand names you recognize. Unfortunately, this means most of the advice families receive is generic information. I say “Unfortunately” because very few families have…
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October 6, 2020 0
Road

Are You Where You Want to Be?

You are where you are because you want to be there. Wait…what? Even Zig Ziglar didn’t agree. He shared a story about receiving written directions late one night from a man at a gas station. Thirty minutes down the road, he learned he went the exact opposite direction he intended. He didn’t want to be…
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September 29, 2020 0
Business

How Do You Successfully Transition the Family Business?

The most consuming questions are typically regarding logistics: How will the ownership look? Who will be in control? How do you structure it? How do you minimize taxes during transition? The most overlooked question, however, is the most important question. And it has nothing to do with logistics…. We sat down with a family last…
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September 22, 2020 0
Probate

What is Probate and How Can You Avoid It?

Beyond grief, one reality that loved ones must face when someone passes is the responsibility of dealing with the departed’s estate. This undertaking can be quite cumbersome, especially due to the seemingly “foreign” language of the law. One aspect, the probate process, is public. It is filed in the city or county in which the…
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September 14, 2020 0
Umbrella

Why NOT to Buy Life Insurance

There are a number of reasons: It won’t happen to me—I’m not going to die anytime soon. I have more important financial priorities. I don’t want to think about dying! I’m healthy. I can get it later. Did you notice the one word common to all of these reasons? You don’t buy life insurance for…
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September 7, 2020 0
Questions

10 Financial Questions Everyone Over 60 Should Ask

Did you realize that reactive and creative are an anagram? We’ve realized that far too many people fail to ask the “right” questions regarding their unique situations. The result: reactive. We encourage you to spend a little time being creative so you don’t have to be reactive. You can begin by asking these 10 questions:…
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September 1, 2020 0
Tax Proposals

Candidate Tax Policy Proposals

Against the backdrop of the economic turmoil created by the COVID-19 pandemic and the enactment of Republican-only tax reform in 2017, tax policy will be a critical point of differentiation in the 2020 presidential race. Below is a summary of the key tax law changes each candidate is suggesting.1 Item Present Law Biden Trump Business…
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August 24, 2020 0
Ranch Entities

Ranch Entities

We were recently interviewed for The Working Ranch Radio Show on SiriusXM. A listener asked a great question: What type of legal ownership should you have for your ranch and property? The short answer is “It depends…” The complete answer involves asking the “right” questions. And it starts with this one: What is important to…
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August 17, 2020 0

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