Solo After 50: Navigating a “Gray Divorce”
Bill and Melinda Gates weren’t a typical couple. But they are part of an increasingly common trend: divorce among people over the age of…
What Are Your Biggest Financial Concerns?
It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams….
Making Wealth Management Decisions as a Couple
When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive…
Smart Money Moves to Make While You’re Still Mentally Sharp
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…
A Wealth Planning Process for Pursuing Success On Purpose
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…
Finding the Right Wealth Manager for You
It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with him or her. Even…
Big Wealth Mistakes the Super Rich Don’t Make
No one is perfect—not even the smartest or most famous among us. But some people veer closer to perfection than others. Take the self-made…
What Is Wealth Planning, Really?
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…
This account helps you save money for medical expenses
I am sure I do not need to tell you that health-care costs are a major expense these days. Even though my wife and…
