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Newsletters

4 April

You Only Get One Life… | Rich Life Letter #012

Estate Planning, Newsletters, April 4, 2021

It’s Easter, yes, but this email is not about that. If you celebrate Easter, I hope you had a great one. If you don’t, I hope you had a great.

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29 March

Is a Tax Refund a Good Thing? | Rich Life Letter #011

Estate Planning, Newsletters, March 29, 2021

If you weren’t aware, it’s tax season! I thought I’d brighten your day by giving you one more thing to think about when it comes to your income taxes. Before.

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7 March

Worry About Biden’s Tax Plan? | Rich Life Letter #010

Estate Planning, Newsletters, March 7, 2021

This week’s topic is something I’ve been getting asked about a lot – “What should I do about Biden’s new tax proposals?” It’s a great question, and one I figured.

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7 June

True Legacy Building | Rich Life Letter #009

Estate Planning, Newsletters, June 7, 2020

I am 100% content with leaving my kids zero dollars when I die. Yep. I said it. An estate planning attorney who doesn’t obsess over his own estate. The blasphemy..

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25 May

It’s Not Just Money… | Rich Life Letter #008

Estate Planning, Newsletters, May 25, 2020

It’s Memorial Day, a day when we’re supposed to be thinking of all the people that gave their lives so we can be safe here in the good ole U.

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17 May

What COVID-19 and That Crazy Family Member Have in Common | Rich Life Letter #007

Estate Planning, Newsletters, May 17, 2020

This week, we’re talking about what Covid-19 and your crazy outcast family member have in common. Let’s get into it. 1. Accept It and Deal With It. When it comes.

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10 May

Estate Planning Edge | Rich Life Letter #006

Estate Planning, Newsletters, May 10, 2020

Happy Mother’s Day! Now, time to get down to business. 🙂 I’d like to give you a few strategies for handling the closing inherited IRA stretch loophole. When it comes.

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3 May

The SECURE Act… | Rich Life Letter #005

Estate Planning, Newsletters, May 3, 2020

I thought today would be a good day to talk about something that can actually help you – something related to estate planning and all that fun stuff. And, we’re.

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25 June

Investment vs. Cost | Rich Life Letter #004

Estate Planning, Newsletters, June 25, 2018

I think we’re just going to start this message by getting real honest… I’m not sure how to start these messages off.  I thought about saying “Hello friends” or something.

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18 June

My Father’s Day Confession… | Rich Life Letter #003

Estate Planning, Newsletters, June 18, 2018

Happy Monday to you! I’ve decided, after about a three month hiatus, that it’s time to get back on the weekly newsletter horse. I have too much to say, and.

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