The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels […]
Dr. Sonya Lutter, Ph.D., CFP, LMFT, often asks her clients about their first money memory. She once had a couple sculpt their first money memory […]
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 […]
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 […]
Passing on financial values to heirs can be just as important as transferring assets to them.
Family offices—both single-family and multifamily versions—are becoming increasingly popular with successful families. But the world of the family office is diverse. Here’s a look at […]