At Resource Planning Group, we think a lot about legacy building. Planning helps guide how we can best utilize time in pursuit of the "important stuff." Sometimes we learn the most about legacy from our own experiences. This Thanksgiving marks 25 years since my father left us. His legacy has been on my mind a [...]
Not long ago, our family sat in an office speaking with a doctor whose team had saved my son's life a few months earlier. Since the rescue surgery, Jacob (now 15) has had a couple of follow-up surgeries and endured quite a bit. On the good side of a rough few months, Jacob’s surgeon hit [...]
We all have them: moments that impact us forever. Some of these moments sneak up on us, others may culminate from detailed plans and thoughtful consideration of our elders and mentors. Below are a couple of moments in time that have impacted our house… and maybe they begin to tell a bigger story about [...]
Happiness…isn’t there enough written on the topic? Does money lead to happiness? Can money buy happiness?? Google identifies more than 300 million results when queried for “happiness articles.” We will be bold, though, and aim for this post to be additive, moving us all a little further down the path to such an elusive destination [...]
December. We began with a plan to post a technical article about risk management considerations: market risk, goal risk, liquidity risk; how an investor might balance each of these through their investing career – truly fun stuff. December, though, calls for something a little different. We know December as the month of giving. We tell [...]
