Category: Planning

How Seniors Pay Income Tax


Most pay or lose more than they think.

Charitable Donations In A Will


You may be surprised to find people don’t fully trust charities any more and the donations show.

Paying The Bills In An Estate


The liability is just a number. Getting the money to make the deposit is where the problems arise.

Problem Solving Is Easier If You Begin Correctly


The better the problem is defined the easier is the solving.

Why We Plan


Planning helps us understand the future before we live it.

Strategic Estate Planning


Know what you want before you go about finding out how to get it.

Logistics – The Last Step


If you cannot make the pieces work together and evolve with time, your plan will not meet your needs at the lowest cost.

What Are Tactics?


Starting with tactics is a poor planning paradigm

When Things Don’t Go Your Way


Mistakes are your friend. Treat them as such.

The Transition From What You Want To How To Get It.


The transition from a strategic plan to doing it is seldom addressed.

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