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Excerpts

How to Stress Test Your Finances Thumbnail

How to Stress Test Your Finances

Your financial picture is going to constantly change throughout your life. Your needs will change; your goals will change. As it does, you’re going to want to check your financial plan to make sure you’re still on track. Do you know the four primary areas that you should pay attention to during your stress test?

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How to Avoid 3 Common Pitfalls that Jeopardize Family Wealth Thumbnail

How to Avoid 3 Common Pitfalls that Jeopardize Family Wealth

To successfully pass on family wealth, it is crucial that you and your heirs understand potential dangers, evaluate where they might be present in your family, and work to root them out. Here are three of the most common pitfalls that jeopardize family wealth, plus suggestions for how you can avoid them.

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Earn & Invest Podcast Thumbnail

Earn & Invest Podcast

Lori and Roger Gervais join Jen Smith and Doc G to talk about their new book, Pass It On, and the concept of wealth transference. What legacy are you leaving for your children? We discuss modeling, teaching, and estate planning.

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How to Be a Good Financial Family Steward Thumbnail

How to Be a Good Financial Family Steward

Most families want to pass on wealth, values, and financial know-how. In order to successfully do so, they must possess one foundational value: family stewardship. Family stewards are motivated by a healthy obligation to care for future generations. They view their money not as a personal possession, but as a trust; they understand that their role is to maintain it, grow it, and pass it on to others.

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