By Laura A. Roser Join Me in Mapping Out Your Life Several years ago, Philip de Souza, Founder and President of cyber security company Aurora, began compiling his thoughts about the meaning of life into short monthly emails he sent to his high-school-aged son. Word caught on and soon a bunch of his son’s friends requested…

By Mark Hartnett Families face an uphill battle when passing down their wealth. One oft-cited study conducted by Roy Williams and Vic Preisser has shown that 70 percent of family estate transfers fail as a result of family squabbles and disagreement. To paraphrase noted author James E. Hughes, Jr., families that are truly successful are…

By Laura A. Roser Early this year, I had the pleasure of interviewing a variety of business leaders. But I wasn’t interested in learning how they succeed in business. Instead, I asked them about how they find meaning, what kind of a difference they are making in the world, and what they would like their impact…

By Bill High There are some days you never forget. I was just barely 12 years old the day of my father’s funeral. He was in the military, so his funeral took place at the Leavenworth National Cemetery. It was the only one we could afford. As part of the ceremony, they included a 21-gun salute….

By Laura A. Roser Join Me in Mapping Out Your Life Last year my fiancé and I began planning our legacy together. A part of the process is thinking about important memories. But my fiancé, like many people, had never spent much time thinking about turning points in his life. It took a process of discovery…

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 Daniel Slone Replacing the unending pursuit of happiness with the quest for a meaningful life In college, Emily Esfahani Smith embarked on a search for happiness. Since everyone insisted that the path to happiness is success, that was the road her quest took. Yet contrary to what our culture told her, she did not find…

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 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 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….

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