Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster that wrecks your
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
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. But have you thought
Many financial professionals call themselves wealth managers these days. In some cases, this descriptor is right on the mark—it describes them accurately. For
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
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.
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
Do You Know Your High-Net-Worth Personality?
One of the best ways to make smart decisions about your wealth is to work with professionals who are able
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
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 Super Rich—a group