by Ray Marie | Nov 6, 2019 | Family Transformation, Financial Transformation
I have been an entrepreneur for most of my marriage. During that time, I have done some crazy things to keep this business running. Honestly, I can’t imagine what it’s like to be married to me. Over the last 20‑plus years, I’ve learned just how... 
by Ray Marie | Oct 14, 2019 | Family Transformation, Financial Transformation
This is the number one truth I’ve learned in my life. Your legacy, my legacy, is built while we’re living, not after we’re dead. The real question is, what does it mean to build a legacy? Every single day, this enters my mind. I’m constantly wondering how... 
by Ray Marie | Apr 1, 2019 | Family Transformation, Financial Transformation
We live in a society that praises the idea of being self‑made. People embrace the belief that we can be the master of our own fate. From a young age, I’ve been encouraged to create my own success. Not only that, but I’ve been encouraged to admire people who... 
by Ray Marie | Mar 14, 2018 | Financial Transformation
Every time I turn on the news, I seem to get information that tells me how bad things are. I really wish there was a news station that reported the good stuff. To fight the news, I usually start by turning it off. I also try to make sure I am reading and listening to... 
by Ray Marie | Jan 19, 2018 | Financial Transformation
As most of you know, Congress and the President worked to make changes to the tax code over Christmas. Overall, the changes look good, but there is still more information coming out on the details. We love serving our families and take seriously our mandate to help... 
by Ray Marie | Mar 21, 2016 | Financial Transformation
Our focus is to help you find areas to improve your family and business value, your taxes and your giving. In 2015 Congress made permanent some legislation that may help you manage your taxes while also optimizing your giving. If you are over 70 ½ and own a retirement...
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