Weal-th

By Kenneth Klabunde on March 15, 2019

I talk a lot about the nuances of building wealth and preserving wealth from the perspectives of both investment management and personal financial management. But I want to take a step back and define what exactly we are building and preserving. What do we mean when we talk about wealth?

“Wealth is what happens when you live the life you want with the resources you have. Financial Planning is how you get there.”

“Wealth” comes from the Old English words “weal” (well-being) and “th” (condition). In other words, it’s the condition of well-being — something far greater than just money and personal economics.

Today, when most people think of “wealth”, they think of money. But I love reconnecting it with the original meaning, allowing for a much more expansive vision of what we want our lives to be, and how we’ll use money to support our pursuit of real wealth.

For some, wealth does mean money. For others, it’s time with family, travel, or simply a slow cup of coffee every morning.

Ultimately, the meaning of wealth is up to you. And we’re here to work alongside you to help build and preserve “weal-th” according to your definition.

“To want what you already have and to live the life you’ve already been given.”  — Chinese secret to happiness, according to Mark Anielski

By Kenneth Klabunde on April 17, 2020

The savings that result from optimizing your income, tax, and wealth accumulation strategies serves to increase the margin of safety in your financial plan — creating a higher degree of confidence in a world where higher confidence is sometimes hard to come by.

different perspectives

By Kenneth Klabunde on May 8, 2020

There are many ways that our experiences with money impact how we see the world of our finances. And importantly, how we feel about our finances — particularly when confronted with a viewpoint that we simply cannot understand.

By Kenneth Klabunde on March 15, 2019

Wealth is what happens when you live the life you want with the resources you have. Financial Planning is how you get there.

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