Category: All Articles

Family

Finding the Perfect Investment

You’d almost have to live in a cave to not realize that times are tough right now. And under these uncertain conditions, people are hoping to find the perfect investment—one that’s safe, but offers an outstanding return. Our experience tells us that there is ultimately only one perfect investment—family. As a Life Planning firm, we…
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August 12, 2020 0
Slow

Downsizing for Retirement

A rancher and his wife were looking to sell the family ranch. It was time to get out of ranching and start enjoying life a little. They had plans to travel, follow good weather and spend time with the grandkids. They also had another idea—downsize their place to a thousand acres. After all, what would…
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July 29, 2020 0
Change

Nothing Changes if Nothing Changes

My dad is known for always asking “Could you, would you, when?” Could you make a change? Would you make the change? When will you do it? I think we have all wanted change in some area of life at some point. Maybe you want change now. Perhaps you are even praying for it. The…
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July 15, 2020 0
Nest

Making the Most of a Full Nest

During a recent coaching call, everyone was sharing the best things that have come from the significant changes COVID-19 has forced upon our lives. One gentleman shared that his three kids (all in their twenties) have moved back in with him and his wife. After enjoying an empty nest for the last three years, he…
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May 27, 2020 0
Future

COVID 19: The End of an Era

A dear friend of ours once said, “When chicken feathers are all you have, you have to turn it into chicken soup.” COVID-19 has left us with chicken feathers. For some, it might be the illness itself, the loss of a loved one, finances. For all of us though, there are many things we have…
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May 8, 2020 0
Market

Down is Good

“In some ways, predicting the economy is even more difficult than forecasting the weather, because the economy is not made up of molecules whose behavior is subject to the laws of physics, but rather of human beings who are themselves thinking about the future and whose behavior may be influenced by the forecasts that others…
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April 27, 2020 0
COVID

COVID 19: The Personal Finance Test of a Lifetime

Perhaps you will be able to weather through this pandemic financially, but chances are that someone close to you will not. Pass this along. It may just save someone’s financial future. Transunion is monitoring the financial impact on U.S. Consumers weekly. In their latest report using data from the week ending March 30th, 3 out…
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April 13, 2020 0
CARES

The CARES Act and Other Relief Programs

A few weeks ago, I shared an analogy Steven Furtick gave about what we’re going through. He stated that everyone keeps saying we’re in the same boat, but we aren’t. We’re in the same storm – but some of us on are aboard a war ship while others are on a raft…or less. Three phases…
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April 7, 2020 0
Crisis

A Crisis is a Terrible Thing to Waste

This is a quote by Paul Romer, co-recipient of the Nobel Prize in Economics in 2018. In other words, you can either go through it or grow through it. If you have never heard the story of Admiral Jim Stockdale, it needs to be at the top of your quarantine pastime list. This Medal of…
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March 30, 2020 0
Down Market

A Down Market Opportunity

These past couple of weeks have been treacherous for the markets. Between the media, coronavirus, the media, the primaries, the media, Saudi and Russia’s oil feud, and the media…market volatility came back with a vengeance. We don’t believe the markets are headed for doom and gloom. Two weeks ago, we wrote a piece on why…
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March 13, 2020 0

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