Preparing Your Runway for a Smooth Landing into Retirement – Part 1
Planning for a successful retirement is like any other type of financial planning, in that it is an ongoing process, and it takes time. Depending on where you are in the planning stages, is key in determining how much time you want to allow yourself. Aside from that, there are several important areas that you want to address in your planning journey. Everyone’s planning picture is different, in having different needs, parameters, expenditures, investment assets, family dynamics, retirement lifestyle preferences,…
Embracing the Principles of “Natural Law” for Improving Ourselves, Our Lives, and the Lives of Others
The study of “Natural Law” seems to be something of the past. It is surprising that it isn’t really a common topic in high school philosophy classes, and even in college classes. However, for those who are familiar with the concept of “Natural Law”, know that its principles are inescapable within our existence. Understanding it and applying it within our lives can prove to be very beneficial towards our achievements, our relationships, and our happiness. Natural laws affect our lives,…
New Year Resolutions for the Business Owner : 10 Things to Consider Before the New Year
For many business owners, the end of the year is not only a time for reflection on the events, accomplishments, challenges, etc., that occurred during the year, but also to gear up for the coming year. Although, it may be easier to take the time off and wait until the New Year to begin your business goals and resolutions, it can be very beneficial, from a business and personal standpoint, to finish the planning in December. Instead of treating January…
Welcome Letter
Welcome to the Family Fortunes Blog- The desire of informing clientele and other interested readers with the latest thoughts on managing and protecting family wealth and the family business, has fueled my motivation to create this blog. There are many variables within tax laws, financial markets, family dynamics, managing a business, legal matters, and life in general, that can affect the value and stability of wealth within the family. It makes sense to research and write about the timely issues…
