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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

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

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 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

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

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

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

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

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

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

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

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

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

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

 Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability, the hurdles can look

 Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak