Jan 3Do You Need a Personal Umbrella Policy?One night, your son borrows your car to go out with friends. While speeding down a road, he loses control — killing one passenger and seriously injuring two others. What would happen to your finances if you’re sued by the families of the victims? Or what if your dog is…4 min read4 min read
Dec 4, 2022Three Key Elements of Smart Estate PlanningIt’s likely that you expect to use your assets to give your family a good life in the here and now — things like travel and college tuition. …4 min read4 min read
Nov 7, 2022When Is an Advisor an Elite Wealth Manager?Many financial professionals call themselves wealth managers these days. In some cases, this descriptor is right on the mark — it describes them accurately. For others, the use of the term is essentially a marketing strategy. It’s up to you to decide whether a financial professional you are considering working…4 min read4 min read
Oct 15, 2022Six Keys to Optimizing Your Health, Longevity and Well-BeingIt’s pretty safe to say that everyone wants to experience optimal health. It’s also pretty safe to say that most of us know the steps we should be taking to enjoy those benefits — but that we too often don’t bother. Enter Shawn Wells, a leading nutritional biochemist, and dietitian…4 min read4 min read
Sep 5, 2022Smart Money Moves to Make While You’re Still Mentally SharpAs we age, we tend to lose some of our cognitive abilities — and that, in turn, can cause us to make financial decisions that aren’t in our best interests. Commonly, people experience a degradation of financial decision-making abilities and “mental sharpness” beginning sometime in their 60s or 70s. When…4 min read4 min read
Aug 7, 2022Safeguarding Assets from an Ex-SpouseMarriage is one of life’s biggest milestones. Unfortunately, for many couples, so is divorce. That’s why it makes sense to consider how an upcoming wedding — be it yours or that of a child or grandchild — could impact both your current wealth and your wealth planning goals. Too often…4 min read4 min read
Jul 10, 2022Wealth Planning for Age 90, 100 — and BeyondThanks to medical technology advances, we’re living longer and in better health than ever. …4 min read4 min read
Jun 10, 2022A Wealth Planning Process for Pursuing Success On PurposeOne of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles stand — or could stand — in your way. Why? Success — in investing, in business, in life — rarely happens by accident. When you’re…4 min read4 min read
May 16, 2022Finding Advisors Who Are Truly Client-CentricIt’s extremely common for financial professionals these days to advertise how well they focus on their clients — and with good reason: After all, you’re probably more likely to consider working with people in just about any capacity who say that they will make the experience “all about you.” The…4 min read4 min read
May 15, 2022A Wall Around Your Wealth: The Importance of Asset ProtectionSuccess can come with a major downside: It can make you a potential magnet for lawsuits — including frivolous and unfounded ones — and other attacks that can wreak havoc on your financial health and stability. Indeed, you may very well know someone in your life who has been sued…4 min read4 min read