The 1^st Month of My Son’s New Business Was One Year Ahead of Projections

One of my sons opened a business, and it is not every day that a musician starts a successful business. “Musician” and “business” don’t even sound good together, but he has done it. His opening was three times what he expected...

Everyone Needs a Mentor and Can Be a Mentor

I don’t care what area of life we are talking about, getting advice can help. At my age 65, I still ask for advice, especially in areas in which I have little experience. When I started in wealth management, I actually had two mentors helping me grow, lea...