Integrating vision and values into strategic and tactical planning can be a real challenge. That’s because vision and values systems are primarily right-brained activities, while strategic and tactical planning are left-brained activities. Yet they must be integrated in order to achieve satisfying results, they must be integrated. And one way to make this work particularly well is by starting a private foundation.

You may have heard about the many benefits of private foundations. And I bet that tax savings rank very high on your list. Yet there is a much more important issue you must consider before making the decision to start your own foundation. And that issue is the key to making it truly rewarding.
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Is creating a private family foundation right for you? It can be the most rewarding thing you’ll ever do — or not. Why not take this quiz to find out if you could benefit from starting your own private family foundation.

Do you want to know how to pay less taxes? You’re in the right place. It’s been my mission for years to help my clients and myself save on taxes. There’s no reason to give Uncle Sam more than he’s due!

Is your kid headed for college? Do you know how to get funding for college or are you kept sleepless at night as you search for college funding solutions?

Are you confused by your 401k plans? You’re not alone. These questions come up all the time when I work with my clients. Here are some of my answers about 401k limits and 401k deadlines that will help you make sure you’ll get the most from your retirement savings.

Are you wealthy? Or would you like to be? No matter what your net worth, there are a few of things you can do to achieve your dream lifestyle — and do it sooner rather than later.

Do you wish you could invest more but are held back by those IRA limits? True, they can put a crimp on your retirement goals — but only if you let them.

Are your kids headed for college? Are you worried about how to pay for it? Read on for three key things you can do right now to help improve your chances of getting financial aid for college.