by GeorgeG | Jun 13, 2022 | Blogs
How often do you see something and think “how is that happening?” or “why is that the way it is?” When you look at your community, is there anything you’d change? Here’s the thing; you’re the right person to make those changes. You’re the right person to...
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,...
