Frequently Asked Questions
Five Financial Topics to Share With Your Adult Children Before the New Year
A few weeks ago, a client shared a story that will feel familiar to many families. Her adult daughter had made what she called “a costly mistake” by signing a lease without reading the fine print. When the client gently asked why she had not sought her parents’...
Planning on Giving to Charity this Year?
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.
Ways to Empower Financial Decisions in Your Children
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.
How to Facilitate Financial Responsibility in Children
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.
How Involved Should Adult Children Be With Family Wealth?
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.