When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at a place where you’re
Many financial professionals call themselves wealth managers these days. In some cases, this descriptor is right on the mark—it describes them accurately. For
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
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
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
Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life. That is because
