
How to Raise a Rich Kid
"Success is nothing more than a few simple disciplines, practiced every day." - Jim Rohn Sadly, too many families neglect a critical aspect of raising children: teaching them to be financially savvy. That said, many clients have written to say that they read and discuss my financial emails at the dinner table with their children. That's a nice start. But if you want to raise kids who can create and manage wealth, there are a handful of critical rules that are foundational. He

How to Challenge an Incorrect Tax Bill
"Tact is the ability to describe others as they see themselves." -Abraham Lincoln Dealing with a billing error can be frustrating. But giving up too quickly will only cost you money. I've learned this the hard way, and many of my clients and friends might benefit from what I've learned. So, if you've got an erroneous bill to settle, here's what to do: ¤ Write a polite letter. Control your irritation if you want results. Describe the problem and ask for help. Customer service