How to Prepare Your Heirs to Receive, Protect and Grow Their Inheritance
When we think of vast family wealth, most of us know the name Cornelius Vanderbilt, the railroad and shipping scion of one of the richest families in America in the 19th century. When he died in 1877, he left a fortune of $100 million — more than the U.S. Treasury held at the time.
The Four Tricky Cons of 2016
Electronic technology has brought about tremendous benefits for today’s society. We can access goods, services, and information, all at the touch of a button. The flip-side of that coin, however, is that this same technology has also spawned countless new opportunities for dishonesty and crime.
Conscious Money Challenge: Know How You Are Invested
If you have money invested in the stock market, whether through a retirement account or a straight brokerage account, I challenge you today to find out exactly what your money is invested in and make a conscious choice about what you are supporting in the world.
Financial Myths About Getting a Divorce
If your marriage is on the rocks, one of your many worries is probably the impact divorce will have on your financial life. We can support you with a thorough analysis of your assets and understanding of the financial impact of a divorce, but first read these three widespread myths of the financial impact of divorce.
Should I Pay Off My Mortgage Now or Save More Money?
To many people, living debt-free is a lifelong dream. It’s the picture of the easy life. Retired with no debt.