Could Your Family Have an Affluenza Problem?
Affluenza. It’s become an all-too-common term used to describe the extreme bad attitudes and actions—sometimes horrific actions—of some children of affluent families. While it’s…
Being an Executor: What To Consider Before Saying Yes
At some point, you may be asked to serve as the executor of someone’s estate. If so, congratulations: That person clearly thinks highly of…
What Makes a Wealth Manager an Elite Wealth Manager? Probably Not What You Think
We find that the affluent want to work with the best professionals in all areas of their lives—especially when it comes to the areas…
Avoiding Unpleasant Surprises – or Worse – With Your Life Insurance
Life insurance can potentially play an important, even prominent, role in your wealth planning efforts. But you’ve got to be careful when using life…
Keeping Those New Year’s Resolutions
So many of us start each January 1 with such high hopes. This will be the year we stick to our New Year’s resolutions,…
Rules of the Rich: Seven Steps Toward Serious Wealth
What drives successful, affluent people to keep growing their wealth? Often, the assumption is greed—they want more simply because they want to own and…
Five Ways Homeowners May Be Putting Their Wealth at Risk
Affluent families often pay close attention to their investable assets. But sometimes those same families overlook important financial safeguards for two of their largest…
Be Wary of Social Media ‘Fin-Fluencers’
Increasingly, online social media personalities want to tell you what to do with your wealth. The rise of these financial influencers—“fin-fluencers”—is having a big…
Do You Have What It Takes To Create Significant Wealth?
Key Takeaways: As a business owner, you’re probably well aware that entrepreneurship is one of the best ways—perhaps even the single most effective way—to…
