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Articles

Five Big Mistakes Executors Make—and How to Avoid Them Thumbnail

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. But it’s also a major responsibility that can quickly become a burden if you aren’t set up to do your job properly. Here are some steps to avoid some of the biggest mistakes that executors often make and to ensure that the process goes as smoothly as possible.

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4 Myths When Managing Sudden Wealth Thumbnail

4 Myths When Managing Sudden Wealth

If you were to suddenly come into a large amount of money, what would you do first? Let’s explore some of the most prominent misunderstandings people have when it comes to sudden wealth and tips on how you can safely and responsibly incorporate it into your lifestyle.

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Stress Tests: Putting Plans Through Their Paces Thumbnail

Stress Tests: Putting Plans Through Their Paces

The Super Rich—those people with a net worth of $500 million or more—are fully aware of the external factors affecting their wealth planning. What’s more, they often take steps aimed at avoiding being surprised by negative or undesirable results from their wealth planning. The good news: You can do the same thing, even if your bottom line is far smaller. Here’s how.

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Smart Ways to Keep Your Kids on the Right Path Thumbnail

Smart Ways to Keep Your Kids on the Right Path

Are you supporting your children, or are you just funding them and their interests? The answer could play a big role in determining the path they end up on in life. Check out these smart ways to build bridges between you and your kids that will empower them to make good choices.

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It’s Your Money – Own It! Financial Advice for Women Thumbnail

It’s Your Money – Own It! Financial Advice for Women

To make our dreams happen, we have to plan our finances as early as possible so we have a wide range of choices throughout our lives and into retirement. Fortunately, for women today, there is help available for the management of finance and investing.

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