Over the many, many, MANY years I’ve been in financial services, I have learned some stuff. There are people who think they are “wise” about money and who might know some stuff, but who I wouldn’t consider wise. And there are people who feel clueless yet are doing very well. I like to compare this…
DetailsWe often think about our brains as the ultimate authority, the ultimate truth. But, as it turns out, sometimes they are big, fat, liars. They like things the way they are now — even if you have other goals to change your habits or create new ones. In fact, our brains will tell us some…
DetailsMoney and energy go hand-in-hand. Maybe five or ten years ago, if I’d said this in a room full of people, I would’ve gotten a lot of blank stares or been laughed off the stage. But nowadays, I think more people are willing to connect the dots between their thoughts, their energy, and their money.…
DetailsTraditional money advice sometimes bugs the crap out of me. Imagine what we’ve been going through these past several months — nothing that “traditional” personal finance can really speak to there, right? So-called money experts often come up with these silly ideas that are supposed to help you get control of your money. Did you…
DetailsPart of your overall money mindset is how you feel about issues of self-identity, independence, and feeling powerful. Some people are freaked out by power, so they back away from anything that shines the light on them too brightly. Or, you might not feel powerful at all, so you try to “borrow” someone else’s power…
DetailsFinancial habits are just as difficult for some people to make and break as any addiction or other bad habit. Yet others can change their habits quite quickly and effectively. Do those people just have more willpower? Are they smarter? Are they somehow better than the rest of us? Nope. In Gretchen Rubin’s book, Better…
DetailsThis week’s blog is written by guest author, Lyle Solomon, principal attorney with Oak View Law Group. We all want to be remembered for doing good. If you’ve been fortunate enough to acquire wealth and wish to do something with it beyond leaving it to your beneficiaries, then a charitable trust may be for you.…
DetailsThis week’s blog is written by guest author, Lyle Solomon, principal attorney with Oak View Law Group. Trusts can be broadly classified into four distinct types. They are divided based on when they become effective and who the owner of the assets is. The four types of trusts are living, testamentary, revocable and irrevocable.…
DetailsThis week’s blog is written by guest author, Lyle Solomon, principal attorney with Oak View Law Group. Although drafting a trust can be quite complex, the basic concept of a trust is relatively easy to understand. In simple words, it means that a person is holding property for another person’s benefit. What is trust?…
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