Even the wealthiest among us have fears and concerns that can keep them up at night. What’s more, they often share many of the same worries the rest of us have. But there is one big difference: The extremely affluent tend to take some highly effective action steps to address those worries and, quite often, […]

If you’re part of the roughly 85 million American families who own a pet, you might want to make sure they’ll be okay if you pass away unexpectedly. One smart way to do that: Include your furry family members in your estate plan. Otherwise, they may end up in a shelter—or worse. In this Whistle […]

Some of the wealthiest investors, entrepreneurs and families appear to be extremely skilled at playing the long game. That means they have a concrete vision of their ideal future years (or even decades) from now and they take specific, carefully considered action steps at every stage in an effort to maximize their ability to make […]

Certainly, none of us ever wants to face a medical crisis. However, it’s quite likely that you or a loved one will someday receive a serious health diagnosis. And when that happens, it’s important to know what to do. This Whistle Stop Report, What to Do When the Doctor Has Bad News, spells out how to […]

It’s safe to say that just about all of us wants to enjoy a great quality of life and be happy. That’s why I’m pleased to deliver this Whistle Stop Report, It’s Time to Get Serious About Your Happiness. It provides a practical three-step process that can help most anyone can use to become happier—something we […]

As a successful person, you know the important role negotiations can play in your business, your job or your everyday life. That’s why I’m happy to bring you this Whistle Stop Report, Savvy Negotiating: To Get the Moon, Ask for the Stars. It sets out a commonsense approach to negotiating that can help you get the results […]

Most investors are well-aware of how important it is to grow and protect wealth so they can use it to achieve their goals—and make a big impact in their lives, the lives of those they care about most, and their communities. But are they really taking the optimal steps to make all that happen? In […]

We are happy to bring you this Whistle Stop Report, Five Big Mistakes Executors Make—and How to Avoid Them. We all know that being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. But it’s also a major responsibility that can quickly become a burden if you are not […]

We're happy to bring you this Whistle Stop Report, The Super Rich Stress Test Their Financial Plans—and So Should You! As the report describes, ultra-wealthy individuals and families often “stress test” their financial plans to help make sure the plans will deliver as intended. It’s not unusual for stress tests to uncover flaws in the financial plans […]