Counting Our Blessings

Contributed by: Lewis J. Walker, CFP® On October 3, 1789, President George Washington issued a Thanksgiving Proclamation. “Whereas it is the duty of all nations to acknowledge the providence of Almighty God, to obey His will, to be grateful for his benefits, and humbly to implore His protection and favor; and—Whereas both Houses of Congress…

Planning for Chaos

By Lewis J. Walker, CFP® What does chaos and tragedy tell us about personal planning? How do we deal  with the philosophical questions posed? It’s an age old question: “Why does God permit the righteous to suffer and the wicked to flourish?” In writings dating from 605-597 B.C., the prophet Habakkuk complained, “How long, O…

A Guru Looks Ahead

By Lewis J. Walker, CFP®   The annual Mendel Lecture at Atlanta’s Marcus Jewish Community Center took place September 29, 2016. While this writer did not have the pleasure of attending, high points of his presentation were covered  in a column entitled “Mendel: Diversify and Defend Yourself,” by Marcia Caller Jaffe, Atlanta Jewish Times, 10/14/16.…

Succession Planning Is For Everyone

Contributed by Lewis J. Walker, CFP® The first Baby Boomers were born in 1946 as post-W.W. II America expanded with manifold opportunities. As the initial wave turned 30 in the 1970s, we saw bursts of  entrepreneurialism as businesses were founded. Those born in 1946 turn 70 this year as they contemplate Required Minimum Distributions for…