No part of financial planning flummoxes and bedevils people as much as estate planning. It makes the powerful weak and the merely-average absolutely-incapable. It makes proactive folks sheepishly cower, waiting . . . waiting . . . . . . waiting. And it makes high-output folks stare vacantly into space […]
Looking at a couple of statements from your day-to-day checking account, I tell new clients in our first working meeting, is like looking at the lab results your doctor orders when you have a physical. Staring out from those pieces of paper [pdf files] are a bunch of numbers that […]
My first boss (from back in my lawyering days) early on told me that growth sucks cash, by which he meant, if a client decides to grow a company, you had better tell the client that s/he client had better be prepared to spend some serious money. My boss’s phrase […]