Neal Archive

Things Wealthy People Commit To… Do YOU?

The old saying "the grass is always greener in the other guys (or girls) yard" is a bit overdone in my opinion. While some wealthy people have inherited their wealth, my experience is most that I work with are self-made... they did it themselves. While they all took a different route, the destination was the…

Financial Planning

May 4, 2016

Neal

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The Personalization of Politics

I've always steered clear of politics, thinking it's a very individual thing- not unlike religion or personal preference of anything. In the recent past of 2015, it's been kind of hard to ignore it though; it seems that it was the year of politics inundation. Still 9 months or so from the election, we are…

Rivertown Magazine

February 3, 2016

Neal

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The Truth Shall Set You Free… or Make You Poor

Before I start, let me say I try to steer clear of discussing politics, religion or personal preference with clients and friends. Everybody is entitled to their opinion, and we are all right and we are all wrong. With that said, I've got a couple of thoughts. With the elections still almost a year away,…

Financial Planning, Retirement, Rivertown Magazine

January 3, 2016

Neal

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Intergenerational Planning- more than just a big word…

For those of you who are parents and/or grandparents, the thought of moving your wealth from one generation to another can be rather perplexing and downright thought provoking. We want our children to do and be better than us, and our darling grandchildren are... well... our darling grandchildren! Full of life, innocent to today's harms…

About: Neal

Recent Posts by Neal

Things Wealthy People Commit To… Do YOU?

The Personalization of Politics

The Truth Shall Set You Free… or Make You Poor

Intergenerational Planning- more than just a big word…

Recent Comments by Neal

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