facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Articles

It's Time for Family Business Owners to Think About Succession Thumbnail

It's Time for Family Business Owners to Think About Succession

If you own and operate a family business, what will happen to it after you are no longer involved? How will you ensure the continuity of the company so other family members will always be leading the way and calling the shots? If you’re like many family business owners, you may not have given much thought to those questions. As a result, we find that many family business owners don’t focus nearly as much as they should on transitioning the business to family successors. And that can create big headaches.

Read More
Buy Experiences, Not Stuff. Here’s Why. Thumbnail

Buy Experiences, Not Stuff. Here’s Why.

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert” might say, our spending habits don’t spark joy. The good news: We can shift our spending so our purchases deepen our happiness and help us create more meaningful lives.

Read More
What the Rich Can Teach Us About Transferring Wealth to Heirs Thumbnail

What the Rich Can Teach Us About Transferring Wealth to Heirs

For many affluent families, the issue of effectively transferring assets from matriarchs and patriarchs to kids and grandkids is a key part of their wealth planning efforts. In seeking to draw lessons from the Super Rich, let's examine how they "pass the baton" when it comes to one very specific aspect of their wealth—single-family offices, which are entities established and run to address the financial and lifestyle concerns of extremely wealthy families.

Read More
Safeguarding Your Entrepreneurial and Personal Wealth Thumbnail

Safeguarding Your Entrepreneurial and Personal Wealth

Think for a moment about how hard you have worked to build your company and your personal wealth over time. It feels great, doesn’t it? The last thing you want to do is lose that wealth due to the carelessness or maliciousness of other people. That’s why it makes sense to consider putting asset protection planning (APP) strategies in place—or, if you already use them, evaluating whether what you’ve currently got is still capable of doing what you want it to do!

Read More
The Road to Longevity: Living to 120—and Beyond? Thumbnail

The Road to Longevity: Living to 120—and Beyond?

A medical revolution is underway—one that’s making it possible for us to extend our lives for decades by stopping now-fatal diseases before they can take hold of our bodies. In the coming years, we’ll not only be able to live longer, but also have fuller lives characterized by enduring physical mobility and mental sharpness. Here’s a closer look at the personal longevity revolution—and what it could mean to you and your family as you seek to live your best life.

Read More