Skip to main content
  • Wealth and Relationships: Great Wealth ≠ Great Happiness

    Recently, I attended a presentation by Neil Pasricha, a New York Times best-selling author on happiness. He said the idea that we work…

    read

  • Wealth and Relationships: Starting Conversations in 2022

    The Roman philosopher Seneca is credited with saying, “Luck is what happens when preparation meets opportunity.” In other words, luck…

    read

  • 5 Hot Tips to Help You Through The Holiday Season

    The holidays are here and so are those polarizing dinner table topics such as vaccines, politics, and parenting. Here are 5 hot tips to…

    read

  • The Carter Center Speaking Event Preparing Your Heirs with Amy Castoro

    Joel Kimmel and I were honored to participate in a webinar hosted by The Carter Center on “Preparing Your Heirs”. Click this link to…

    read