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 decided to pack up and leave their jobs and the Salt Lake City snow behind about two years ago. They now find themselves in a…

By Margot Note Immortalize your family’s cherished photos, documents, and memorabilia for generations to come. As the new year starts, we reflect upon the last twelve months—the soirees, the sorrows, and the surprises of our lives. Celebrations during the winter holidays have reconnected us with our families. Together, you may have reminisced about past gatherings, heard…

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 Todd Fithian Finally, industry regulation and public demand is at the root of shaping the future of the financial services industry, specifically related to how advice is being given from a fiduciary perspective, and I couldn’t be happier. For much of our nation’s history, and most of our lifetimes, people have followed a predetermined path….

Empower Your Life Story and Legacy By Flora Morris Brown For years I frequently shared with my friends my plans to travel the world, visiting every continent (except Antarctica) at least once. I browsed through travel magazines, read travel books, and watched travel shows. I even considered signing up for retreats held in exotic locations as…

by Leslie Clark It was she who taught me that words have the power of flight. Any time she was sitting still, she held an open paperback, its pages outstretched like the wings of a gliding gull. She’d tell me of the places those books had taken her. The upstairs shelves overflowed with her literary…

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…

Harnessing Legacy Moments to Last a Lifetime When we speak of what we want to share with others about ourselves, we are talking about the art of creating a personal narrative or legacy from the collection of events that make up a life. The call to write about a particular happening in my life focuses…

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…

Bestselling Author Marion Roach Smith Says, “Write What You Know!” By Meg Oldman We capture meaningful moments with our phones, shared celebrations, and committing events to memory. Few of us actually sit down and write about what we know about these moments. Marion Roach Smith has made it her business, literally and figuratively, to lead…

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