Making an Impact with Charitable Funds – A Client Story
By Megan Poore and her clients, Matt & Stevi At Lucien, Stirling & Gray, we’ve always believed that personal wealth is comprised of so much more than just your money and investments. We’ve talked about [...]
Not Your “Typical” Millennial
By Chris Vasquez “We thought if we lived like students for one more year, we could then go forward and have the life we wanted without the pressure of debt…” -Christin Vasquez My wife, [...]
Saying “No” in Order to Achieve Something Better
By Cass Grange Every so often, especially at various transition points, it is smart to look at the whole picture and ask: are we being courageous in our business decisions? Are we looking at [...]
The Sandwich Generation
By Cass Grange When my kids were teens we visited the LBJ ranch. During the tour, the docent talked about the huge philosophical gulf that existed between young people and adults during the Vietnam [...]
Money & Marriage – A Love Story
By Cass Grange Some of the best money advice I've received was from a close friend after his 17-year marriage broke up. He said, "Don't be cheap like me. Hire a babysitter. It is [...]
Financial Challenges of Divorce
By Megan Poore Major life transitions almost always create stress – even the good transitions. Whether it’s leaving a career and transitioning to retirement, seeing children off to college after 18 years of nurturing [...]