What is Wealth Planning, Really?

It can be all too easy to focus on just one aspect of your financial life-and in doing so, miss opportunities as well as incur unnecessary risk. That’s where wealth planning comes in. Wealth planning is all about examining your full financial picture-not simply investments, although they’re included, but also your advanced needs. These might

2021-09-08T19:21:46+00:00September 8th, 2021|Financial Planning, Professional Advisors|

Registered Investment Advisor (RIA) vs. Broker Dealer: What are the Differences & Who Should You Invest With?

To the unfamiliar, both professionals may seem the same, but there are differences that distinguish the two in ways that investors should pay very close attention to.   How are they Licensed? RIAs are registered with the Securities and Exchange Commission (SEC) or their state securities regulator.   Broker-dealers are members of the Financial Industry

2021-02-19T18:00:08+00:00February 19th, 2021|Financial Planning, Investments, Professional Advisors|

You Need a Cohesive Wealth Management Team

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That’s because finding one single professional with the full depth and breadth of knowledge required to effectively address all of your wealth management needs and wants-especially the complex ones-can feel like searching

2020-11-09T18:12:52+00:00November 9th, 2020|Financial Planning, Professional Advisors|

Five Big Mistakes Executors Make…and How to Avoid Them

Being named the executor of a family member’s (or other loved one’s) estate is, in many ways, an honor. The decision shows that the person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that can quickly become a burden if you aren’t set-up to do your job

2020-10-22T20:13:08+00:00July 28th, 2020|Asset Protection, Estate Planning, Family|

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 health and issues with memory can mean you or your elderly parents might require new types of never-before-needed assistance. With that in mind,

2020-10-22T20:37:11+00:00July 1st, 2020|Health, Lifestyle, Professional Advisors|

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 the assets it inherits through reckless spending, poor investment decisions and other mistakes. The result: The family ends

2020-10-22T20:42:05+00:00June 30th, 2020|Family, Professional Advisors, Wealth|

The Four Types of Financial Advisors

Which one should you work with? We find that, by and large, people seeking financial advice, know how to look for a financial advisor who has levels of integrity and who wants to do what is in their client’s best interest at all times. But it seems that fewer people pay attention to the orientation

The Importance of Stress Testing Your Wealth Strategies

When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth. Take stress testing, for example. Stress testing is a process that carefully examines your current wealth planning strategies to assess the likelihood that they’ll deliver the results

2020-10-22T20:45:07+00:00June 17th, 2020|Insurance, Investments, Professional Advisors, Wealth|

What’s Your High-Net-Worth Personality?

What's Your High-Net-Worth Personality? Here's why you need to know As a successful person with big goals, you require truly valuable financial advice that maximizes your ability to achieve your most important personal and professional financial objectives. That means you need to work with professionals who connect with you. Who relate to

2020-10-23T14:25:34+00:00March 12th, 2020|Uncategorized|

The Super Rich Stress Test Their Financial Plans-and So Should You!

The Super Rich Stress Test Their Financial Plans-and So Should You! The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To help ensure those plans are both state-of-the-art

2020-10-23T14:29:03+00:00March 12th, 2020|Uncategorized|
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