Frequently Asked Questions
In this article, we are going to explore some of the most common ways affluent individuals may pay too much in taxes and how to possibly avoid the same fate.
Are you making money decisions that truly align with your values?
Building and maintaining wealth is much more than the numbers in your accounts. It is about creating a life that produces the freedoms you want and moves you closer to the legacy and impact you desire to make.
Simply, before you make any major money decision, you must answer this question: what is your “why”?
Here are five steps you can take to help you make money decisions that align with your values.
As a financial advisor, I often get asked the question of whether or not someone should help their child buy their first home. Here are four great ways to use your wealth to help them.
Tools and strategies to create and maintain a healthy relationship with money for yourselves and your family.
What to do when facing a major liquidity event. What are the possibilities and challenges when you receive a large sum of cash.
There are four steps you can take to undo financial enablement and guide your children toward becoming financially responsible adults. Here are the do’s and don’ts of providing financial assistance to your children.
Perhaps the greatest benefit to building wealth is the opportunity it provides you to give back. No matter where you are in life, you may be driven by a sense of purpose beyond yourself. You may not just want to build wealth to make your life better, but to make the world better. And you have the opportunity to do so by giving to charities that matter to you.
Empowering your children to achieve financial well-being, including the fundamentals of responsible money management and eventually wealth building, is an educational process that should start at an early age. But even if your children are already teenagers or perhaps young adults, it is not too late.
Here are some of the pitfalls to consider as teach your children financial responsibility as well as some of the valuable teaching moments you won’t want to let slip by.
You’ve worked hard to build your wealth. Now, it’s time to decide how it will affect the next generation. As your children become adults, you have some big decisions to make about how that wealth gets passed on to them, and how they handle it.