Stories
The ETP Wealth Blog
I hope you find something useful here that you can relate to.
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The Journey of Investing
You’ve reached your financial destination. What will you be able to do? Quit your job? Travel? Leave an inheritance? The purpose of investing isn’t just to shield you from future danger, it’s about creating and actualizing your vision beyond the dollars.
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, we’ve lost the handshake for the...
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 life.” Take a look at...
What Defines a Generation?
History Does Repeat Itself "Carpe diem. Seize the day, boys. Make your lives extraordinary." Robin Williams, Dead Poet's Society, 1989Generational Memory is Lost if Not Appreciated Since 1776 each generation in this country has been defined by their times. With all...
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 a Will for her so that she can give her 1/3 share of...
Today’s 7-Point Small Business Survival Plan
“Show me the money!” Jerry Maguire, 1996 A Cash Flow Crisis For business owners, the Corona crisis means either fewer or zero customers while business and personal expenses continue. It's a cash flow crisis! Right now the only rational objective is to build a plan....
When a House is Not a Home
"Wendy" is a real person who came to me with her very serious problem; namely how to ensure she had enough money to live on after her husband passed. She has been my client for 20 years. Play the video above to listen to Wendy tell her story.Wendy’s problem can be...
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