How do you integrate vision and values into strategic and tactical planning? That can be a challenge. Developing vision and values systems are primarily right-brained activities, while strategic and tactical planning are left-brained activities. Yet in order to achieve satisfying results, they must be integrated. Here’s an example of how this can work.
Many months ago [...]

You know what a private foundation is, but what in the world is a supporting organization? And how do they relate to each other? Read on to find out.
First of all, the biggest difference is that while private foundations are, by definition, private, supporting organizations are public charities. As such, they are not subject to [...]

Are your children headed for college and you’re still wondering how to pay for it?  Here’s one key aspect in the planning process you’ve probably not heard about yet:  You need to learn the rules of the college funding game.  They go far beyond “saving up” for it.
Here’s what you should know:  Colleges and universities [...]

Are you actively planning and managing your wealth? Or do you go through life on autopilot?   Most people get up in the morning, go to work, come home, eat, get an hour (or more) of TV, go to bed, and then get up the next day and do it all over again.
They know there’s [...]

Are you thinking about setting up a private foundation? It can be a wise decision – if it is done correctly, and for the right reasons. Read on for 5 key points you should be aware of before taking the big step.
1. What is important to you?
First, you should identify what is really important in [...]

How will you pay for your children’s college education?  The price tag has been rising year after year, making it more and more challenging to come up with the funds.  And the kinds of planning mistakes most people make in the process don’t help.  Read on for the most common mistake — which is only [...]

A comment in response to a Daily Crux article from June 24, 2009 (on a few pensioners who went a bit far):
http://www.thedailycrux.com/content/2161/Cruxallaneous
“Here’s one way to get back at a terrible financial advisor…”
That’s how Daily Crux Editor Brian Hunt starts his article about the wealthy pensioners who kidnapped and tortured their financial advisor, James Amburn, who [...]