Foiling The Financial Fraudsters

Financial fraudsters are working overtime to target those of us with significant assets. Even worse: They’re having far more success at parting us from our wealth than you might imagine. The upshot: Just because you’re “good with money” or careful in who you deal with when it comes to finances doesn’t mean you won’t be […]

Three Signs That Your Professionals are Exceptional

As someone looking to make smart decisions about your money so you can live a life of significance, one of your biggest goals should be to ensure you’re getting value from your professionals—the wealth managers, lawyers, accountants and similar experts you rely on for guidance. This becomes especially true as your level of wealth grows […]

SMART MONEY MOVES TO MAKE WHILE YOU’RE STILL MENTALLY SHARP

As we age, we tend to lose some of our cognitive abilities—and that, in turn, can cause us to make financial decisions that aren’t in our best interests. Commonly, people experience a degradation of financial decision-making abilities and “mental sharpness” beginning sometime in their 60s or 70s. When you consider that there are some 10,000 […]

COULD YOUR FAMILY HAVE AN AFFLUENZA PROBLEM?

Affluenza. It’s become an all-too-common term used to describe the extreme bad attitudes and actions— sometimes horrific actions—of some children of affluent families. While it’s not an official medical diagnosis, the label accurately fits some kids today growing up surrounded by sizable family wealth. If you’ve got one or more such children living under your […]