Secrecy or Transparency? – That is the Question
In reading through Trusts and Estates Magazine online, I came across two sets of opinions regarding what parents should tell their adult children with regards to family finances and estate plans. With our young children, we have not had these conversations yet but plan to do so after they start learning how to manage their […]
Financially Independent Children in the Age of Entitlement
I recently wrote this article for Money Magazine. Click here to view the edited version. “Father Merchant, Son Gentleman, Grandson Beggar” – Spanish Saying A few years ago, meeting with new potential clients who were considering retirement, it became clear that the biggest hurdle that stood in the way of a successful future was the […]
Do Yourself a Favor on Thanksgiving
Thanksgiving is one of my favorite times of the year. Not just because I’m surrounded by spectacular cooks who create some of my favorite dishes or round the clock football games. It is also the time of the year where we take time to say thank you and think of all that we have to […]
RISE UP – A Tribute to Patriots Day
What Do Falcons Do? “RISE UP” This past weekend we took our Franklin Wealth Management team to Atlanta for the weekend to see the Falcons in their opening game against the Saints. Our team has been working hard to achieve the many goals we set for them and this past weekend was a reward well […]
Do You Really Know What You Own?
WALL STREET’S PIGS AND WOLVES Brokerage firms are finding many stealthy ways to market proprietary products and strategies these days. We wrote about some of these conflicts of interest in our blog a few weeks back entitled Wall Street’s Pigs and Wolves. There are many good advisors at brokerage firms that are primarily focused on providing good advice […]
Freedom and Faith
Last week Jennifer and I visited New York City. Upon entering Manhattan, we were impressed with how clean and safe it now feels. One thing that was exceedingly evident is how the new Freedom Tower stands out above the rest of the New York skyline. Standing at 1776 feet to commemorate the year of our […]
Playing to Win by Changing the Rules
I don’t profess to being a huge soccer fan but watching the USA team progress in the World’s Cup has definitely gotten my attention lately. On Sunday night watching the match between the U.S. and Portugal I did my best to learn how the clock works and figure out how many points teams receive for […]
Which Comes First, Happiness or Success?
“It’s the lens through which your brain views the world that shapes your reality. And if we can change the lens, not only can we change your happiness, we can change every single educational and business outcome at the same time.” ― Shawn Achor, The Happiness Advantage This past week Tyler and I had the opportunity to […]
Music to Soothe The Soul or “Appetite for Destruction”?
“When I find myself in times of trouble, mother Mary comes to me, speaking words of wisdom, let it be.” – Paul McCartney As the lyrics suggest to the classic song “Let it Be” written by Paul McCartney, in times of trouble people turn to soothing melodies, songs that uplift the soul and words of wisdom […]
