It’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. …

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…

It’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…

As 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…

Marriage 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…

Thanks to medical technology advances, we’re living longer and in better health than ever. …

One 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…

It’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…

Success 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…