When interviewing a financial advisor, it can be similar to a blind date. You have no idea what to expect and the whole time you are on the lookout for…

Recently I sat down with a gentleman who said, “Andrew, I have all this lazy money I don’t know what to do with.” Over a decade, I have heard money…

After a loved one passes and the funeral activities come to an end, the real work for the executor and trustee begin. To simplify the handling of your estate or,…

Let’s not be too insensitive here, because many families will be forever affected by COVID-19. Families have lost loved ones, lost jobs and closed down businesses because of this crisis.…

There are some things we just don’t like to think about, much less speak about. The truth is, based on your demographic, age and geographic location, the death rate for…

What is Total Wealth Management (TWM)? When I was 14, I read a book called Rich Dad Poor Dad that flipped the switch for me, shedding light on a passion…

According to the Williams Group’s survey of 3,250 families, 70% of wealth transfers fail. The Chinese even have a proverb for this phenomenon: “From rice bowl to rice bowl in…

Do you remember your first dollar? When our parents handed it to us we spent it in such a flash it may have not left a memory. Now, if I…

The phrase “stay the course” is one of my biggest pet peeves. Where in life can staying the course be beneficial? If you stay the course in a chess match…