Personal Freedom

Football – Life Lessons Learned

Posted by on Oct 17, 2018 in Business Advisory, Personal Freedom | 0 comments

Football – Life Lessons Learned

Bluefield High School, my alma mater, lost last Friday night’s football game, ending a 20-game winning streak. The defending West Virginia Class AA state champion Beavers lost to Lord Botetourt (Virginia) High School at home. Tom Bone’s article in the Bluefield Daily Telegraph gives a good recap of the game. In Mr. Bone’s article, a quote from Lord Botetourt head coach Jamie Harless reminded me of my love for football and what it’s taught me about life. Coach Harless said, “Coach Simon and these guys, they do a heck of a job with their program. Bluefield is one of the most respected programs around. I’m jealous of them. Look at the facilities they have. Look...

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Family – From Eight Weeks to Eight Decades

Posted by on Sep 17, 2018 in Family Business, Personal Freedom | 1 comment

We celebrated my father’s 80th birthday last weekend with family and friends at the gorgeous Bluefield Inn. All three of his sons were there as were his daughter in-laws and five grandchildren. Tears of joy were shed when we met the newest additions to our family, his beautiful twin great-granddaughters, my great-nieces. The twins are only eight weeks old. There was a striking comparison of a life well lived for eight decades with the promise of lives that lay ahead. Basking in the love that swirled in the air, the celebration reminded me of my passion for family. Not only biological family, but the people that drift in and out of our lives as we journey through the...

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Freedom and the Black Pearl – Bring Me That Horizon!

Posted by on Jul 5, 2017 in Freedom, Personal Freedom | 0 comments

Freedom and the Black Pearl – Bring Me That Horizon!

Over the Independence Day weekend, a celebration of freedom, our family re-watched the first Pirates of the Caribbean movie The Curse of the Black Pearl. Somehow, I forgot that the theme of the movie was freedom and how that touched me in a personal way. This theme of freedom, along with the journey of adventure, discovery and courage is a big factor in the movie’s popularity with viewers. At one point, when they are marooned alone on a small island, Captain Jack Sparrow explains to Elizabeth Swann, “Wherever we want to go, we’ll go. That’s what a ship is, you know. It’s not just a keel and a hull and a deck and sails, that’s what...

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An Accountant Studies The Business of Wine

Posted by on Mar 10, 2015 in Personal Freedom, Wine Business | 0 comments

An Accountant Studies The Business of Wine

An accountant who is fascinated by the business of wine. Isn’t that fascinating? Recently, I discovered the opportunity to gain a greater understanding of vineyards, wineries, and the wine business in general by studying for my Wine Business Management Certificate through Sonoma State University in California. This certificate was inspired by the Sonoma State University Wine Business MBA, and my reason for taking this course is an utter fascination with this entire market. I’m keen to learn more about it, and hopefully to work with those in the vineyard and estate markets, so I can apply this knowledge in a useful (and interesting) manner. Naturally having the...

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Take Your Family Business to the Next Level – Personal

Posted by on Dec 19, 2013 in Family Business, Freedom, Personal Freedom | Comments Off on Take Your Family Business to the Next Level – Personal

Take Your Family Business to the Next Level – Personal

Yesterday we talked about building financial freedom by taking your family business to the next level in 2014. Today we will focus on building personal freedom. So what is personal freedom? It means something different to everybody. For some it’s peace, for some it’s love. Perhaps it’s the freedom to do what you want to do, when you want to do it. Maybe it’s creating time for family and friends, for yourself, to read a book, take a walk, work on your business or commune with nature. In setting your goals for personal freedom in the future, your first step is deciding what personal freedom means to you. After the holiday season many of us focus...

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How to afford a long, happy retirement

Posted by on Sep 30, 2013 in Financial Freedom, Personal Freedom, Transition Planning | 0 comments

Although you might think that you can delay planning for your retirement, the truth is that you cannot. If you want to be able to afford a long happy retirement and you have not already started to prepare for it, don’t delay another day – start now! How much income will I need for retirement? To feel secure in retirement you will need at least 66 percent of your current income. On average, social security will cover around forty percent of your current income, leaving you to fund the rest out of savings. As everyone is different, it is important to be realistic about your retirement needs and goals. For instance when do you plan to make your transition? Will you...

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