Making Wealth Management Decisions as a Couple
When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at […]
Student Loan Debacle
The Dow Jones Industrial Average fell more than 1,000 points on Friday, caused apparently by Fed Chairman Jerome Powell’s attempt to use a brief speech […]
Wealth Planning for Age 90, 100—and Beyond
Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of […]
Financial Planning for a Special Needs Child
Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability, the hurdles can look […]
Transferring Values – Not Just Wealth – to Your Heirs
Passing on financial values to heirs can be just as important as transferring assets to them.
Real Estate Reality 2022
Heads up if your thinking Real Estate. Home sales declined 4.6% in December at a lower than expected rate and December sales are down 7.1% […]
What is Wealth Planning, Really?
It can be all too easy to focus on just one aspect of your financial life—and in doing so, miss opportunities as well as incur […]
Turning Arguments into Meaningful Discussions
Fights—in business and in life—rarely get us the outcomes we most want. A better approach: Use a three-step process for de-escalating tensions and finding ways […]
Three Reasons Life Insurance Should Be Part of Your Wealth Plan
Check out this pdf full of info on how life insurance-based strategies and solutions can help you if you’re a business owner, if you’re trying […]
“We, the Family”: The Benefits of a Family Constitution
Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also […]