With President Trump signing the 2017 tax bill (still not
sure what the name is), much of the content of my website needs major
I personally created this website. I personally wrote all
of the material. I spent countless hours reviewing the content for
accuracy, making sure the links between pages worked, and then
periodically update the website as needed.
As I slow down my practice, I don't want to be
responsible for a website that explains all of the nuances of the
Internal Revenue Code. Not that my website covered all of the nuances
but I did my best to provide meaningful information that my clients
could refer to.
My website also gave people information about my team. My
website provided my clients with information about my transition to
Savannah including pictures of the construction of our dream home. Well,
the dream has been realized, the team has been reduced, and I want to
play more golf, do more as a volunteer, and travel.
I am not retiring just yet, but I am reducing the size of
my client base and practice each year.
I want to thank all of my clients who by continuing to allow me to be of
service have allowed me to realize my dream. I also want to offer a
couple of key points that have helped me to get to this point:
Plan and plan
again. Revisit the plan and adjust as necessary. Work the steps as
the plan calls for.
goals. Making a plan that you can never realize leads to people
straying from the plan.
Find a way to be
happy with what you can reasonably have. How much happier am I in
life enjoying my Toyota rather than looking over at that Mercedes at
the stop light, wishing I could have that?
Save and save
often. Don't be wasteful. At the same time be sure to help others at
their time of need.