Author of “The Millionaire Next Door” dies

February 10, 2015

I was sad to hear of the passing of Thomas Stanley, the author of the hit 1990’s book The Millionaire Next Door as reported from this Yahoo! Finance article. My Dad first gave me his book shortly after I graduated from UC Santa Barbara in 1996. The premise of the book was both simple and counterintuitive. Stanley and his co-author were

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Focusing on the Human Element of Estate Planning

February 22, 2014

This NY Times article – about estate planners who focus on a more holistic approach to planning than those who laser in almost exclusively on tax strategies and savings – really resonated with me. I often describe my sweet spot as working with “Millionaire Next Door”-type families and helping provide a bridge between legal issues and family or emotional dynamics. These

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