Technology Without Wisdom is Wasted

Billionaire Jerry Jones, owner of the Dallas Cowboys football team, was ridiculed for using a “flip-phone” on Monday. It obviously has not held him back from being a successful oil businessman or successful owner of possibly the most valuable NFL Team. There is some tendency to think that the most recent technology is more important... [Read More]

One cannot know Joy or Serenity without the Gift of Loss

We seek to avoid all of the pain of life for ourselves and loved ones.  However Pain & Loss are where we really learn.  It is where we gather Wisdom that we can later use to help ourselves and others.  We don’t want to intentionally hurt ourselves or our loved ones unnecessarily because Life will... [Read More]

Gratitude Offsets Anger and Fear

One cannot be in both Gratitude and also in Anger or Fear at the same time.  If we are in gratitude we are in polar opposite of, and unable to be in, Anger or Fear.  Anger locks us down wherein we are unable to move forward. Fear of the future also keeps us from moving... [Read More]

Steve Teaches CE Class – IRA’s In Estate Planning

Steve will teach a Continuing Education Class – “Retirement Plans in Estate Planning” on Wednesday, September 18, at 8am at The Biltmore Building to Financial & Insurance Professionals & Accountants.  The Class is approved for one hour of Continuing Education Credit from the NC Department of Insurance.  Steve will keep the class moving, relevant &... [Read More]

Diana Nyad Uses Prior Challenges to Reach Goal

64 year old Diana Nyad used her prior challenge of being stung in the face by jellyfish to use a special swim mask to protect her during her historic swim from Cuba to the U.S.  She hadn’t “Tried & Failed”, she had “Tried & Learned” from her previous challenge of trying the open water swim.... [Read More]

Yosemite Wildfires: Are We Safe?

Whether the Danger is natural like a Fire, or manmade like a Lawsuit, we want to make sure we, and those we love and what we own, are protected when danger strikes. With the wildfires racing through Yosemite National Park we think about what if those fires were burning up our home?  Or what if... [Read More]

Kidnapper Leaves Victim Family as Sole Beneficiary

Kidnapper James DiMaggio left the grandmother of the kidnapped teenager as his sole beneficiary on his life insurance. This was another strange twist in the murders and kidnapping DiMaggio committed on his best friend’s family. Regardless of your Will or Trust, who you name as the beneficiary on your Life Insurance, IRA or Company Retirement... [Read More]

Zimmerman Lesson: Don’t go to Court!

The George Zimmerman Criminal Trial in Florida’s biggest lesson is don’t end up in the Courthouse! Anytime the Court determines the fate of your family or your assets there is a huge loss of control. Whether or not you believe George Zimmerman committed a crime or was simply defending himself, the real lesson is that... [Read More]

“Git ‘Er Done”

Larry the Cable Guy For many of us, our tendency towards perfectionism precludes us from moving forward. Our strong desire to “get it just right” precludes us from moving forward on what needs to get done. “Paralysis by Analysis” is a good description as it often precludes the perfectionist in us from moving forward on... [Read More]

You have an Affirmative Duty to do Estate Planning

Most states, including North Carolina, have laws in place that establish what your Estate Plan will be. Those Laws may be the opposite of what you actually want. In North Carolina under those laws, in a family with a husband and wife with children, in most scenarios, two thirds (2/3) of the parent’s estate, when... [Read More]