by William Massarweh | Dec 19, 2020 | Business, Investing, Retirement, Wills & Trusts
The Journey of Investing HAPPY HOLIDAYS and HAPPY NEW YEAR! WOW! What a year it’s been. What did we learn in 2020? Life is about people. Life is about money. Life is about good health. Life is about all the above and more. While money is ever-present in our...
by William Massarweh | Nov 23, 2020 | Business, Unexpected Issues
The End of the Handshake “Toto, I’ve got a feeling we’re not in Kansas anymore.” The Wizard of Oz, 1939 One of the primary lessons in life is to be flexible because things do change whether we like it or not. With “social distancing” in full effect,...
by William Massarweh | Nov 23, 2020 | Inheritance, Retirement, Wills & Trusts
The Game Of Life “There are no failures in life, only lessons to be heeded”…20th Century Science Teacher In The Game Of Life – Life Goes On Have you ever said to yourself, “If only at age 30 I knew what I know today. What a difference that would have made in my...
by William Massarweh | Jun 11, 2020 | Unexpected Issues
What Defines a Generation? History Does Repeat Itself “Carpe diem. Seize the day, boys. Make your lives extraordinary.” Robin Williams, Dead Poet’s Society, 1989 Generational Memory is Lost if Not Appreciated Since 1776 each generation in this...
by William Massarweh | May 13, 2020 | Business, Inheritance, Legal, Real Estate, Retirement, Tax Planning, Unexpected Issues, Wills & Trusts
You Can’t Fix Real Problems on the Internet Most of the time your internet search only produces sites marketing to sell you stuff. It does not magically take you to a customized solution to your real problem. DEBBIE, A CLIENT’S DAUGHTER, asked me to create...
