The Wealth Counselor An Estate Plan Is Your Script to a Lasting Legacy Viewing yourself as the main character in the movie of your life is associated with greater psychological well-being. It can make you feel more competent, autonomous, and effective. Read more to learn how to take control of your story by […]
Happy National Movie Month Read More »
The Revenue Stream Helping Clients Write Their Legacy Script Time magazine was mocked in 2006 for its choice of “You” as Person of the Year. But fast-forward to 2024, and we have terms such as “main character syndrome,” “brand storytelling,” and “customer journey.” Read more about how Advisors can tap into this human propensity
Celebrating National Movie Month Read More »
The Revenue Stream What Your Clients Need to Know About Transferring Their Season Tickets Having a limited number of home games also makes football season tickets highly coveted. The most popular teams commonly have multiyear waiting lists. One way for fans to cut the line is to have season tickets transferred to them. Transferring
Fall Estate Planning Update Read More »
The Wealth Counselor What You Need to Know About Transferring Your Season Tickets While a fan might pass down their love for an NFL or college football team to family, passing down season tickets to them is another matter. Read more to learn about how each team has a different policy about transferring
Fall Estate Planning Update Read More »
The Revenue Stream The results from the 2024 election are in, and although we still have weeks remaining before the 119th Congress takes office and the new president is inaugurated, there is finally clarity about an election that has been called the most important in our lifetime—and even in US history. Hyperbole is the
Election 2024 Advisor Newsletter Read More »
The Wealth Counselor The results from the 2024 election are in, and although we still have weeks remaining before the 119th Congress takes office and the new president is inaugurated, there is some clarity about an election that has been called the most important in our lifetime and even in US history. Each
Election 2024 Client Newsletter Read More »
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As we prepare for Thanksgiving and the holiday season, I wanted to take a moment to reflect on the importance of family—something we hold very dear at the Burton Law Firm. This season, I’m excited to share a special article featuring my family in Libertyville Living Magazine. It’s a glimpse into what
Giving Thanks for Family: A Personal Story Read More »
The Wealth Counselor It Is Time to Make Your Estate Planning List and Check It Twice The estate planning process can sometimes be similar to Santa’s process. You decide who should receive your money and property (the nice people on your list) and who should not (the naughty ones). Read more to learn
Celebrate the Holidays with an Estate Plan Read More »
The Revenue Stream A Holiday Card Mailing List Is Not the Only Important List Your Clients Should Consider The estate planning process is somewhat similar to Santa’s process. We decide who should receive our assets (the nice people on our list) and who should not (the naughty ones). With families getting together for annual
Helping Clients End the Year on the Right Note Read More »
