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WEALTH MANAGEMENT MINUTE

The Four Types of Financial Advisors

Who Should You Work With?  We find that, by and large, people seeking financial advice know to look for a financial advisor who has high levels of integrity and who wants to do what is in their clients’ best interest at all times. But it seems that...

The Importance of Family Governance

Keeping Family Wealth and Relationships in Good Shape The old saying “Shirtsleeves to shirtsleeves in three generations” means family wealth that’s built by the first generation is eroded or even destroyed by the third generation, which squanders...

How to Protect Your Assets in Your Golden Years

How to Help Parents - and Yourself - Live Better at 80, 90 and Beyond They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical...

Three Things the Super Rich Do Differently

The Powerful Benefits of Thoughtful Action When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward. These reflexively gut-driven responses...

Tis the Season of Giving - How to Contribute The Tax-Wise Way!

Charitable Giving, the Tax-Wise Way Americans—especially the affluent—are some of the most charitable people in the world. Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those...

When's the Last Time You Updated Your Estate Plan?

Here’s Why You May Need to Update Your Estate Plan Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken...

Midlife Money Errors

If you are between 40 & 60, beware of these financial blunders & assumptions. Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one area of life where you want to avoid having...

How to Raise Financially Responsible Children...

It may seem like an almost impossible task... It may seem impossible to raise financially responsible children, but there are a few simple techniques to help guide your children to become responsible money makers, savers and spenders. Think back to...

When a Family Member Dies

A financial checklist for the most difficult of times. The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to; it is better to do it sooner rather than later. Here, then, is a list of what commonly...

Social Security Gets Its Biggest Boost in Years

Seniors will see their retirement benefits increase by an average of 2.8% in 2019. Social Security will soon give seniors their largest “raise” since 2012. In view of inflation, the Social Security Administration has authorized a 2.8% increase for...