The other day I heard several media pundits accuse corporate directors for today’s economic ills. Some accused directors of being asleep at the wheel or being unduly influenced by the very executives they were supposed to supervise.
If you understand basic economics, complexities of the corporate structure and leadership models, you realize that it is […]
FINANCIAL ADVICE
We hit an exciting milestone a couple of years ago. The 20th anniversary year of our practice serving the community!
CONCERNS OVER MONEY
During our most recent strategic planning session, we spent time identifying the top four concerns that most people have about money. We came up with the following list of desires […]
Recently I was chatting with a friend about her plans for the weekend. Unfortunately for her pocketbook, her weekend plans included two weddings. This meant that time and money would have to be spent on these joyous occasions. However, with a little effort, I had a plan in mind to save her […]
Do you want to be rich or wealthy?
I enjoy the song by Calloway, “I Wanna Be Rich,” but let’s enhance this anthem by changing the last word so we can recite instead “I wanna be wealthy.”
Are some so obsessed with becoming rich in order to appear on the series “Lifestyles of the Rich and Famous” […]
I’m a financial adviser and CPA by trade.
Many years ago an associate, now deceased, lived like he would never leave this world. He had a residential construction business and significant real estate holdings, but did not maintain good records or clear title to deeds (i.e. he might have his ex-wife or one of […]