Whether you consider yourself wealthy or not, you need to think about how (and when) you’ll talk with your children about money, whether they’re little kids, tweens, teens, or already adults. It’s suggested these discussions happen in three stages during […]
As a parent, you’re likely hoping to leave your children an inheritance, but without taking the proper precautions, the wealth you pass on is at serious risk of being accidentally lost or squandered due to common life events, such as […]
Your estate plan should continuously evolve along with your life circumstances and other changing conditions, such as your assets and the law. No matter who you are, your life will inevitably change. Families change, laws change, assets change, and goals […]
With more and more Baby Boomers reaching retirement age each year, our country is undergoing an unprecedented demographic transformation that’s been dubbed “The Greying of America.” This population shift stands to affect many aspects of life, especially your relationships with […]
A study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age of 65 — had already been a victim of financial abuse. Here are some tips on […]
Although cash is the lifeblood that sustains every business, far too many business owners fail to properly manage their cash flow. And this is despite the fact that statistics consistently show that running out of money is one of the […]
80% of retirement account beneficiaries immediately liquidate the account and frivolously spend the assets
If you do not plan for your death, your family will get stuck in Court and could end up in conflict as well
Consider all the time you have spent or will spend building your business – and then consider how much energy you have spent on how to protect it or protect your family from it. Unfortunately, many small business owners don’t […]
