Teaching children about financial wellness should start at an early age. Learning how making money, saving, and spending is related and the first step in teaching your child how to understand the value of money. Children learn from parents, mentors, and even their friends. Ensure you provide them with basic tools for financial wellness. Here […]
The Great Wealth Transfer: Is Your Family Prepared?
Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are considered the wealthiest generation, currently controlling 70% of the disposable income in the United States. It is imperative […]
High Net-Worth Individuals: Are You Missing Opportunities in Your Financial Planning?
High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned adequately for their retirement even though they make a high income. It’s easy to think that everything will work out with their retirement plan, […]
More Money, More Responsibility and Strategic Financial Decisions
Strategic financial planning is important for everyone but especially for high-income earners that have their compensation tied directly to the success of the business. Executives and entrepreneurs both rely on accessing their wealth at the end of their employment, requiring them to make the best financial decisions for themselves ahead of ‘cash out’ their share. […]
Wealth Preservation in America: Portfolios Including Alternative Types of Investments
After the financial crisis, and throughout the COVID-19 pandemic, Americans examined how and why they invest. Many investors that had their entire wealth tied to the stock market proved to be more destructive than having alternative investments not correlated to stock market performance. Others had difficulty liquidating investments to meet their financial obligations. Both of […]
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