In this video, I talk about how to handle a sudden financial windfall. While it can be a great situation to be in, many people make major mistakes.

While difficult, reflecting on family relationships and resolving issues like entitlement, enabling, and misplaced trust before they arise, can protect your family’s wealth for generations to come.

Managing your finances with an emotional bias such as holding on to inherited assets for too long, could hold your family back from future financial success. Learn about three financial biases we help families avoid.

Investment, insurance, debt, and taxes: these four topics may seem dissimilar, but when handled well, they help keep your financial situation on track, no matter what stage of life you’re in.