Football is king in the United States. According to Gallup polling, football has been America’s favorite sport to watch since 1972. Even today, 41 percent of adults say their preference is to watch football, with baseball coming in at 10 percent and basketball at 9 percent1. NFL and college teams draw huge audiences on television […]
Continue reading…The Wealth Counselor
Lessons in Estate Planning from Rain Man
Rain Man, starring Tom Cruise and Dustin Hoffman, was a critical and commercial success, winning four Academy Awards and two Golden Globes while becoming the highest-grossing film of 1988. A drama about odd-couple brothers and personal transformation told through a road trip motif, Rain Man also raises some estate planning issues in an entertaining way. […]
Continue reading…Wealth, Legacy, and Family Drama: Inside The Descendants
When you are discussing the importance of estate planning with clients, one strategy is to present statistics, such as the oft-repeated data point that only around one-third of Americans have an estate plan—despite almost two-thirds of them saying that estate planning is important.1 But most people think in stories—not in statistics. Research suggests that we […]
Continue reading…“Reel” America: Celebrating National Movie Month
Helping Clients Write Their Legacy Script A compelling case can be made that life unfolds in much the same way as a story on a screen, with each of us the star of our own movie, surrounded by a cast of characters who shape our perspectives through our interactions and shared experiences. Humans are driven […]
Continue reading…Young Adults Need a Financial Plan
It is the best of (economic) times and the worst of (economic) times for young adults in America today. This demographic has come of age during an unsteady economy and tends to reject traditional thinking about money and financial planning. How can advisors reach a generation of Americans who prioritize things like “soft saving,” “work-life […]
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