Business & Law

Alternatives to Lawsuits

Law Matters

Lawsuits are expensive. Even in smaller cases, the parties can pay tens of thousands of dollars in attorney’s fees. Attorney’s fees exceed the amount in dispute in many cases. Unless the prevailing party is entitled to attorney’s fees by term of contract or statute, attorney fee are not generally recoverable from the losing party. Even when they are awarded, courts […]

Recession or Sustainable Recovery?

Ask the CFP

“It’s a recession when your neighbor loses his job; it’s a depression when you lose your own.” ~ Harry S. Truman Question:  Do you think we’ll have a recession in 2019? Answer: Based on Harry S. Truman’s quote, the answer would be that it’s not very like that we’ll have a recession based on labor markets and employment rates. In […]

Gift Remorse, Take Backs or Returns

LAW MATTERS

The joy of Christmas giving has passed and many recipients and even givers are having second thoughts. Can that gift be returned to the store? Or, if the relationship has soured, can a gift be taken back by the giver? There are not a lot of laws concerning returns or exchanges. Federal laws are virtually nonexistent. That leaves regulation to […]

12 Suggestions for 2019

Ask The CFP® Practitioner


“Endurance is not just the ability to bear a hard thing, but to turn it into glory.” ~ William Barclay, Scottish author and theologian (1907- 1978) Question: What recommendations do you have as we begin 2019? Answer: Focusing on the elements we are able to influence is a realistic way to approach 2019. The tumultuous nature of 2018 served as […]

Millionaire Choices Getting Personal, New Year, New Business…


Generally, family financial net worth is greater for the self-employed as compared with those working for someone else. Self-employment is, for many, the American dream. Set your own hours, take a vacation, and maybe give yourself a raise—you decide. No time card and no meddling boss. No layoffs to worry about and best of all you keep the profits. Be […]

Carlson Fine Arts: Great Art at Retirement Prices


John and Judie Carlson, owners of Carlson Fine Arts, Inc. may be new to Naples, Florida, but not to the world of art. With over 30 years of experience and connections, Carlson Fine Arts offers a vast selection of traditional and representational paintings. Best of all, there is artwork to suit any taste, size and price range. Originally from St. […]

Fighting Fear with Facts

Ask The CFP® Practitioner


“It is a present because it is a gift, and it is precious because anyone who receives such a present is happy forever. The precious present is just that, the present.”                                     ~ Excerpt from “The Precious Present,”     by Spenser Johnson    […]

Sellers Can Be Forced to Convey

LAW LAW MATTERS

Real estate sale are a big part of Southwest Florida’s economic engine. Investors, property managers, rental agents, sales agents and others all have an economic interest in real estate transfers. From time to time, a seller loses interest in meeting contract terms and conveying property to a buyer. If the buyer does not agree to simply walk away, the buyer […]

Getting Personal, ‘tis the Giving Season…



Time, treasure, trust, love, and kindness are gifts no matter how defined.   What do millionaires think about giving?  Our research findings reveal that life satisfaction includes additional giving to those outside of our own families. Beyond providing support to family, we find that satisfied millionaires give more money and time to charity.  Especially with volunteering, satisfied millionaires give three […]


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