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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...

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...

The Major Retirement Planning Mistakes

Why are they made again and again? Much has been written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, there are also some classic financial missteps that...

What is Your Wealth Management Strategy?

Growth, Value, or Both? The terms growth and value are often used to describe two different investment strategies, yet many investors may want both qualities in an investment.

Being a Financial Caregiver to Parents

If you are the adult child of aging parents, you may find yourself in the position of someday having to assist them with handling their finances. Whether that time is in the near future or sometime further down the road, there are some steps you can...

Personalizing Your Retirement Income Stream

What does it really take to make sure that you can maintain your quality of life, pay your bills, provide for your loved ones - Do you have enough money to retire? At Questmont, we assist our clients by tailoring a personalized retirement income...

Common Factors Affecting Retirement Income

When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't consider how your retirement income can be impacted by investment risk,...