If you are an entrepreneur and are smart about your wealth, you will be interested in Jacoline Loewen and her interviews in “ Becoming Ser...

We are striving to talk to clients the way they think about their money, not the way we do. Many advisors jump into talking about themselves...

Interesting to learn that Amazon founder Jeff Bezos will become the world’s richest person this year, or next. After yet another fantastic ...

Business owners make their wealth through concentrated efforts. The key to successful transitions involves focusing that same energy on plan...

It’s that time in the summer to get in a canoe and head out across the lake.  How much more enjoyable when you know as you paddle peacefull...