by GeorgeG | Jun 13, 2022 | Blogs
The family trust has been a powerful estate planning tool for a long time. The need for what trusts do came about in the 12th century, and family trusts have been used for a long time as well. Over a century ago, Frank Mars (candy bars) created a trust which had the...
by GeorgeG | Jun 13, 2022 | Blogs
I love getting coffee. I mean, I really love it. Sure I love coffee itself, but there’s something about the action of going into the coffee shop, the whole experience of it I’m super into. I haven’t dug into why I like it so much, I just know that I...
by GeorgeG | Jun 13, 2022 | Blogs
Teddy Roosevelt famously said, “Comparison is the thief of joy.” Another related well-known quote is, “Too many people spend money they haven’t earned, to buy things they don’t want, to impress people that they don’t like.” It’s a very...
by GeorgeG | Jun 13, 2022 | Blogs
Merriam-Webster defines peace of mind as a feeling of being safe or protected. What does having peace of mind mean to you? When I start feeling overwhelmed, stressed out, anxious, or a combination of all of them, I think about the Serenity Prayer: God, grant me the...
by GeorgeG | Jun 10, 2022 | Blogs
Old 401(k)s. Odds are, you probably have one. Maybe it’s an account at a job you had for six months and there’s $1,000 in it. Or maybe it’s from a previous career where you were at the company for 10 years and there’s a $100,000 balance. Either way,...
by GeorgeG | Jun 10, 2022 | Blogs
All kidding aside, you moving in with your kids isn’t an attractive scenario for you, or them. A top concern for many Americans is not having enough money saved for retirement. If that’s true for you, I’m going to get you moving in the right direction so...
