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It’s Time to Address the Financial Literacy Problem. Here’s How.
The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels
Finding Advisors Who Are Truly Client-Centric
It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason: After all, you’re probably more
Transferring Values—Not Just Wealth—to Your Heirs
Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with significant
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Is Your Pet Part of Your Estate Plan?
More U.S. households today own pets than ever before—a full 70%, up from 56% back in the late 1980s. And more than 23 million households
HERE’S WHY YOU MAY NEED TO UPDATE YOUR ESTATE PLAN
Estate planning—the process for how you transfer your wealth to heirs and others—can be important for anyone who wants comfort knowing that their loved ones
ADDRESSING THE CHALLENGES OF GIVING—ANDRECEIVING—FAMILY WEALTH
While most people would agree that having money is better than not having money, wealth itself doesn’t guarantee a smooth, happy or successful path. That
It May Be Time To Give Your Wealth Plan A Stress Test
One of the best plans to take from the financial playbook of the Super Rich—those with a net worth of $500 million or more—is to
Buy Experiences, Not Stuff. Here’s Why.
When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really
Five Big Asset Protection Planning Mistakes – And How To Avoid Them
If you have substantial assets, you may be a target for frivolous lawsuits. That’s why it’s so important to consider asset protection strategies that can
Five Big In-Retirement Money Mistakes and How To Avoid Them
Chances are, planning for retirement is one of the most important steps—series of steps, really—that you’ll undertake in your life. Unfortunately, we don’t always put
It’s Time to Address the Financial Literacy Problem. Here’s How.
The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels
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
When Financial Uncertainty Rears Its Ugly Head
Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster
Making Wealth Management Decisions as a Couple
When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at
Do You Need A Personal Umbrella Policy?
One night, your son borrows your car to go out with friends. While speeding down a road, he loses control—killing one passenger and seriously injuring
Three Key Elements of Smart Estate Planning
It’s likely that you expect to use your assets to give your family a good life in the here and now—things like travel and college
When Is an Advisor an Elite Wealth Manager?
Many financial professionals call themselves wealth managers these days. In some cases, this descriptor is right on the mark—it describes them accurately. For others, the
Six Keys to Optimizing Your Health, Longevity and Well-Being
It’s pretty safe to say that everyone wants to experience optimal health. It’s also pretty safe to say that most of us know the steps
Wealth Planning for Ages 90, 100-and Beyond
Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of
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
A Wealth Planning Process For Pursuing Success On Purpose
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles