millionaire next door

Author of “The Millionaire Next Door” dies

Photo courtesy of ThomasJStanley.com I was sad to hear of the passing of Thomas Stanley, the author of the hit 1990’s book The Millionaire Next Door as reported from this Yahoo! Finance article. My Dad first gave me his book shortly after I graduated from UC Santa Barbara in 1996. The premise of the

2018-03-01T15:58:40-08:00February 10th, 2015|Tags: , , , |

Focusing on the Human Element of Estate Planning

This NY Times article - about estate planners who focus on a more holistic approach to planning than those who laser in almost exclusively on tax strategies and savings – really resonated with me. I often describe my sweet spot as working with “Millionaire Next Door”-type families and helping provide a bridge between legal issues and

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