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 […]
If you have substantial assets, you may be a target for frivolous lawsuits. That’s why it’s so important to consider asset protection strategies that can […]
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles […]
Long Live Tax Season: Tax Planning Year-Round We’re coming to the end of tax season, but that doesn’t mean we should stop thinking about taxes. […]
It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s […]
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 […]
Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster […]
When we dive into the three key characteristics of driven entrepreneurs, there’s a few really interesting things in this special report. Let me blow this […]
We like to follow personal consumption, business investment, and home building, combined, which is called our “core” GDP. The problem is that although overall real […]