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Dying and Legacy Thinking

This last year I developed a slight fear of dying. It was not fun. I would wake up in the night thinking about it. Go to bed thinking about it. Have it pop into my mind at random times throughout the day. I’ve had a few people I know, friends and clients, who have...

Choose Your Hard for 2024

Here is THE life lesson of the year for me, if I were to sum it up. It’s one I struggled with not wanting to accept for a few years now. After this year, 2023 I am now convinced it’s true. CHOOSE YOUR HARD. There I said it. I know, I know, many of you reading this are...

The new Mr. and Mrs. Wells

Less than two weeks ago Wendy and I with our son drove to Las Vegas and stayed the night in the Trump hotel. The Trump hotel in Vegas does not have a casino in it. We like that. #nogambling Our daughter and her finance Corbin, along with our grandson Weston, drove...

Relationship Capital

Who here is familiar with what an income statement and a balance sheet is? A property value balance sheet. Assets and liabilities. Assets minus liabilities equals the equity in a property value balance sheet. Take a home valued at 1,000,000 and a mortgage of 500,000....

Lacey Used Her Policy To Save

Interest rates are high and so are the gas prices (currently $4.99 a gallon where I live). My husband works about 40 minutes from our home in Arizona and while he loved his fast, orange Dodge Charger… that thing only gets like 13 miles to the gallon and we needed to...

Is Your Money SAFE

The Safest Place on the Planet for your Money. Today we are going to look at risk on our cash with the recent SVB bank closure. Remember The AIS Triangle? #1 Asset, #1 Investment and #1 Strategy. The #1 Strategy with cash that you are going to relinquish control of...