You Can't Save or Give What Is Already Spent

December 10, 2013

I received a phone call the other day from a young couple inquiring of me some strategic advice for funds they had received from selling a business. As their story unfolded, it became clear that they were looking for the same thing many of us look for – “balance” in our lives. They wanted to give, they wanted to save and they wanted to spend but didn’t really know where to start.

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What Kind of Company Do You Keep?

November 01, 2013

Dan (top left) with his daughter, wife, son, and his father and mother.

Dan Lewis (back left) with his daugher Bonnie and wife Mary
standing behind his son James and Dan's parents, Jim and Joan Lewis.

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