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? If so, you’ve got plenty of company. …


It can be all too easy to focus on just one aspect of your financial life — and in doing so, miss opportunities as well as incur unnecessary risk.

That’s where wealth planning comes in. Wealth planning is all about examining your full financial picture — not simply investments, although…


Regardless of how Covid-19 has affected your personal health, chances are that it has made a difference in the health care you receive and are able to access.

We asked Dan Carlin, M.D., CEO and founder of concierge telemedical practice WorldClinic, for some of the biggest health care-related lessons that…


These days, too many successful, wealthy individuals and families are simply not getting the advice that’s most appropriate to help them achieve their key financial goals.

There are a number of reasons for this. But one main culprit is that, overall, there are a relatively small number of financial advisors…


It seems like everyone wants to know what it takes to live fulfilling lives, foster happier families, create and manage stronger teams, and have happier clients. And why not? Can you imagine a life where all those outcomes are a reality?

The good news: There’s a way to pursue those…


The pandemic has impacted people’s financial lives in ways both large and small. For many of us, it’s changed how we spend our money, and therefore how we accumulate and use those oh-so-desirable rewards doled out by our credit card companies, travel reward programs and the like.

With that in…


Wealth and family can be a tricky mix. Affluence can help families achieve great things and realize their shared vision, of course. But it also can create resentments and rifts that could potentially damage a family’s financial position and cause estrangement among family members.

What’s more, as wealthy families grow…


When COVID-19 first hit, closures and lockdowns made virtual resources the only way to see certain sites — drawing in viewers to virtual zoo tours and the like. …


We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their amazing results.

One of the most important traits is a strong sense of purpose that drives what they do to…


Nearly every company we can think of has a brand that communicates its culture and mission. But chances are, most of us have never considered what our family’s culture is all about — what we and our closest loved ones stand for as a unit.

That means we may be…

Timothy J. McNeely CFP CIMA

Business leaders struggle with complicated financial lives. I optimize your financial world so you can maximize your wealth. Learn how at lifestoneco.com

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