Publications

August 22, 2026

Weekly Report 26-33.

ABOUT TIME MANAGEMENT: Your calendar should be the last thing you fill, not the first. Time should be building your day from top-down priorities — monthly Goals, weekly Tactics, then daily tasks. ‘Busy’ is not the same as ‘Forward.’ Dennis gives training presentations on ‘Working Smarter, Not Harder.’ Call for scheduling. UNFORTUNATELY, OUR BRAINS ARE... Continue
August 20, 2026

Weekly Report 26-32

ABOUT ESTATE PLANNING: Most millennials and many adults wrongly ignore the importance of updating Estate planning consistent with life changes – like marriage/ divorce/ births/ deaths/ financial changes – which impact assets and priorities upon personal incapacity or death. Beyond saving taxes, protection from creditors and legal challenges, important factors can include: (1) Care of... Continue
August 4, 2026

Weekly Report 26-31

A CRITICAL ELEMENT OF EFFECTIVE ESTATE PLANNING involves exit from family businesses. Surveys find over eight-in-ten owners regret having sold within twelve months of the transaction, which stems in most cases from failure to have aligned business realities with personal aspirations, financial risk protection, and developing clarity among family members. Since complexity and implicit expectations... Continue
July 27, 2026

Weekly Report 26-30

AMONG THE REASONS THAT AMERICAN MARRIAGES CONTINUE TO DECLINE is the cultural shift in how people approach lifelong commitment, especially planning for the possibility and impact of divorce before the marriage has even begun. A big factor is that older partners generally bring more assets, businesses, investments, retirement accounts, even student debt into the marriages... Continue
July 20, 2026

Weekly Report 26-29

MOST BUSINESS OWNERS NECESSARILY FOCUS on immediate and near-term priorities, while longer-range goals and objectives remain fuzzy concepts at best. The problem then is that if/when operational or financial difficulties or opportunities arise, the absence of having contemplated strategic direction will impact productivity, profitability, continuity and stress levels – especially when family members or business... Continue