Success in life is about much more than just money.

Enjoy our selection of articles and posts that relate to leadership, entrepreneurship, empowerment, insurance, lending, and sports & entertainment marketing.

We welcome your comments and thoughts.

A Bewildering Bequest

The intent and wording in your will may be totally clear to you as written, but how sure are you of that clarity to heirs with differing interests? This case had to go to the Virginia State Supreme Court to get settled. Make sure your planning is as clear, succinct,...

Is It Time to Forgive Outstanding Intrafamily Debt?

The new tax laws doubling the exemption from federal estate, gift and generation-skipping transfer tax to $11.18 MM per person presents planning opportunities, including potentially forgiving outstanding intrafamily debt. Are you affected but uncertain what to do?...

Top Financial Advisor Scams and How to Avoid Them

There are far too many ways for unscrupulous advisors to take advantage of clients. This is a list of but a few. Steer clear of people more interested in benefitting their lives than yours. Get to know us - contact us! "Bernie Madoff, the once highly regarded...

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