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
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
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
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
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