
Money and Happiness: Are You Focused on What Really Matters?
While money and happiness may always be a tricky topic to untangle, you can take action steps with your wealth right now that could better help you find joy and live your best life.
While money and happiness may always be a tricky topic to untangle, you can take action steps with your wealth right now that could better help you find joy and live your best life.
Mistakes are all too common among successful family businesses. The good news: They can be avoided if the families work with very capable wealth planners—professionals who are both extremely technically skilled and attentive to the human element of wealth planning.
For a growing number of successful professionals, there’s a strong urge to “pay it forward” by financially supporting causes and organizations that are important to them. Smart charitable giving is one of the key areas of importance for the affluent today.
Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good for others in need? Do you want to leave your mark and maybe even “make a dent in the universe”?
Without a well-designed family business succession plan, there is a strong possibility that a family enterprise might not survive the transfer between the senior generation and the inheritors. If you own and run a family business, it’s worth it to take the time and effort to not just create a plan but also make it one that really addresses the myriad key issues that need to be confronted.
They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. With that in mind, here’s a look at two key issues that may impact your life or the lives of your elderly parents—aging in place, and safeguarding wealth from costly cognitive mistakes.