Do you Accept Change, so you Can Make Better Decisions?

14 February 2013

At 48, Jeff Bezos, founder of Amazon, is one of the world’s richest men, with a net worth in excess of $32 billion. Yet, he continues to seek out new investments, looking for people who are “right a lot.”

Read more...

Is it wise to seek out advice and counsel for your life?

29 January 2013

I have a longtime client who lives in Montana now, and I began working with him and his wife before he retired. He hired me to do comprehensive financial planning for him before he retired, and so we looked at his tax situation, we looked at his estate planning, or lack thereof, we looked at his investments, of course, his insurance, including long term care insurance, and we really looked at his entire financial situation, and at this time probably about seven years ago he asked me a lot of questions before he decided he was going to work with me. I had been working with him as a money management only client for probably two or three years, and he thought I was honest and he trusted me, and he thought we had the same worldview, and that being a Biblical worldview.

Read more...