By Laura A. Roser Finding Meaning When Work Isn’t a Necessity “It’s Tilapia Tuesday again,” my fiancé says. We’re in a small mountain town in Costa Rica, staying with friends who opted for retirement. They decided to pack up and leave their jobs and the Salt Lake City snow behind about two years ago. They now…

By Susan Turnbull Getting to the Heart of What Matters to Your Clients You occupy an extraordinary position for those you advise, at the intersection of practical and profound. Your clients trust you to deliver technical solutions to serve ends that are ultimately very personal, but attached to general concepts like values and legacy. Limited…

By Sheri Kohlmann If your house was on fire and you had five minutes to grab the items you value most, what would you save? This hypothetical question became a reality for me and thousands of others this October as California wildfires swept through our neighborhoods, giving us little or no time to react. As the…

By Sterling Foundation Management Take your foundation to the next level in the new year. Philanthropy and its challenges are not new. Aristotle, who lived 2,400 years ago, was aware that “to give away money is an easy matter and in any man’s power. But to decide to whom to give it, and how large,…

By Michael F. Kay “We are what we believe we are.”  —C.S. Lewis This C.S. Lewis quote applies perfectly to our view of our money and our life, and could very well define our lives. We tend to see the richness in our lives by defining the relationships we develop and maintain or the difference we…

By Laura A. Roser Your Personal Legacy Statement Your Personal Legacy Statement is your declaration of how you’d like to live your life and impact others from an ethical standpoint. It’s different from goals, which are about achievements. The objective of a Personal Legacy Statement is to clearly state your principles, how you intend to treat…

Almost Everyone Makes By Laura A. Roser Estate planning traditionally focuses on your financial assets. But when you think about what matters most, is it your car, home, or bank account? Of course not. The only reason those assets have any value is you’ve assigned meaning to them. You hope, for example, when you give money…

Bringing Mentoring Back to Legacy Planning By Peter Johnson Even now, I feel vulnerable and embarrassed sharing the following story. It’s a painful legacy to recall. In the early ‘70s, I was a young man living in Los Angeles with a vague dream of making a living in the music business. I was a junior…

How to Nurture and Pass Along Spiritual Capital in Estate Planning By Charlie Douglas Estate planning needs an extreme makeover. I was dumbfounded when I discovered there was no working definition of “estate planning” at such reputable institutions as the American College of Trust and Estate Counsel or the American College of Financial Services. Seriously, no…

By Laura A. Roser Why Martin Luther King Jr. Didn’t Need Gimmicks A friend of mine called me all excited about a new video he posted on YouTube. It featured scenes of humans helping animals. “I’ve tried all kinds of videos,” he said, “but this one got the most views. It’s up over thirty-thousand! When…

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