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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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Charitable Giving, the Tax-Wise Way
Americans—especially the affluent—are some of the most charitable people in the world. * Chances are, you use some of your wealth to support favorite causes
The Value of Multigenerational Family Meetings
If you’ve amassed sizable wealth, or are on the right path and getting there, it may be time to consider how to pass on some
Work Smarter Not Harder
RECLAIM YOUR TIME AND ENERGY TO LIVE YOUR BEST LIFE Each of us has just 168 hours per week to accomplish our tasks and goals—at
How Playing the Long Game Could Help Build Wealth Success
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long
Insightful Questions that Can Ramp Up Your Success
Want to see some amazing results in your life? Ask questions and then listen well. We have discovered that a disproportionate number of the most
5 Reasons to Make Philanthropy a Family Affair
GETTING YOUR FAMILY INVOLVED IN CHARITABLE GIVING CAN CREATE A POWERFUL LEGACY. A growing number of successful people have a strong urge to “pay it
Elite Wealth Planning What It is and Why It Matters
Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are
Smart Ways to Take Control of a Trust
Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust,
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
Sudden Wealth: What Should You Do If You Strike it Rich?
If a few million dollars—or more—fell into your lap tomorrow, what would you do? Sudden wealth isn’t a common or reliable way to get rich,
It’s Time to Get Serious About your Happiness
There’s a great quote by Jean-Paul Sartre: “We are our choices.” When it comes to our happiness and our overall success in
