Avoiding Unpleasant Surprises-or-worse with your life insurance
Life insurance can potentially play an important, even prominent, role in your wealth planning efforts. But you’ve got to be careful when using life insurance. Because of the somewhat esoteric and obscure nature of some types of life insurance, it’s possible to buy the “wrong” life insurance policy for your needs—or implement life insurance-based wealth […]
Daniel Yergan Quoted in The Wall Street Journal: The Pros and Cons of Four Alternatives to ‘529’ Plans for College
Daniel Yergan discusses alternatives to 529 plans for college savings in The Wall Street Journal, namely taxable brokerage accounts.
Rules of the rich: seven steps toward serious wealth
What drives successful, affluent people to keep growing their wealth? Often, the assumption is greed—they want more simply because they want to own and control more assets and resources. But in general, we find that the pursuit of greater and greater wealth is motivated by a handful of key goals that give people a life […]
Marissa Beyer Quoted in Finnacial Planning Magazine: The financial planning applications advisors can’t do without
Marissa Beyer was featured in Financial Planning Magazine, sharing the importance of creating a comprehensive financial plan to understand a client’s needs fully.
When it’s time 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 care of. Chances are, you know that—and you have an estate plan in place. But if you think that your current plan […]
Be Wary of Social Media ‘Fin-Fluencers’
Increasingly, online social media personalities want to tell you what to do with your wealth. The rise of these financial influencers—“fin-fluencers”—is having a big impact on how some people get information and advice about the financial markets today. PROS AND CONS OF FIN-FLUENCERS In general, there’s something to be said for what fin-fluencers do: making […]
Tony D’Amico Quoted in Barron’s: Teach Your Kids to Preserve Family Wealth, Not Squander It
Tony D’Amico was featured in Barron’s, sharing four steps to help with a smooth transfer of wealth to the next generation.
Do you know your high-net-worth personality?
One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and relate to you. You want to surround yourself with experts who know you well enough to really “get” what you want your money to accomplish and why. In fact, we’ve […]
Five Ways Homeowners May Be Putting Their Wealth at Risk
Affluent families often pay close attention to their investable assets. But sometimes those same families overlook important financial safeguards for two of their largest assets: their house and the contents within it. The result: Some families could be needlessly putting a key component of their wealth and well-being at risk. Therefore, it makes sense for […]
What Are Your Biggest Financial Concerns?
It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s why it makes sense to have great clarity about the specific financial issues and concerns that are most important to you and the people you care about. Only then can […]
