Live A Life By Design Blog

One of the most asked questions from our new clients is “How much wealth do I need to last my lifetime?” The obvious answer is “depends.” To help you quantify your needed savings for lifetime income, we will provide you three areas of life that must master to live the life you choose. First, you […]

Another year of life has arrived. What are you doing to grow as a person? Grow your wealth? Grow your influence? It has been proven by scientists that individuals who live sedentary lifestyles after their career lose the cognitive abilities they once possessed. To help you keep up your psychological and emotional edge in life […]

Happy New Year! Another year of opportunities and dangers will present themselves periodically as we progress through 2022. This is called “life”.  Don’t be like everyone else and fall for the old adage of “life happens”. A better philosophy of life is “life planned”. Many people simply create resolutions for the new year and hope […]

A new year is beginning and you are going to maximize your opportunities, eliminate your dangers and improve your strengths. That is how every year starts, right? For your 2022 year, I wish you many happy days with few struggles (unless its your fitness goal which requires some struggle). Wish #1 This first wish is […]

As we finish up the last quarter of 2021, we’re still battling the COVID-19 pandemic – and now flu season. Add in the storms, wildfires and smoky air, and busy holiday season and it’s a recipe for burnout. You are likely feeling a little bit of that burnout. Forbes reports more than half of respondents […]

Your personal physician gives you honest and candid information to help improve your physical health. A Certified Financial PlannerTM professional provides you the same type of consultation about your financial health. You are more than a number to a wealth advisor. Your family’s current financial state, future security and transition of assets are the focal […]

Remember the old days when you could gain a tax benefit for paying your property taxes in December, generously donate to qualified charities and deduct your mortgage interest? Those deductions from the good old days are still available, but you must have a significantly greater amount of them to itemize and gain a benefit on […]

Thankfulness versus gratitude. What does that mean? Well, they may have the same meaning at the end of the day, but lately gratitude has become something that holds a little more meaning. I am not sure if it has been the rollercoaster we have all been on for the last two years or not, but […]

Typically, this column focuses on the wealth creation, tax savings strategies and estate transition planning. At this time of year, it is critical that we take a different perspective in providing you guidance as to the definition of “true wealth”. We work hard all year focusing our efforts generating income and support for our families, […]

The pandemic of the past two years has brought a tremendous amount of pain to many lives but there is a positive aspect in that dark cloud of gloom. One of the best attitudes, when performing tax and financial planning for your family, is to seize opportunities that are given you. In other words, capitalize […]