Resources

Financial Life Document Organizer

Download your organizer here.The gift of peace of mind. That’s what you offer to your loved ones and personal advisors…

Major Risks to Family Wealth

All too often, family wealth fails to last.One generation builds a business – or even a fortune – and it…

Saving Your Elderly Parents from Financial Fraud

Elders are financially defrauded in this country on a daily basis.Only a few of these crimes are made public. In…

Why DIY Investment Management Is Such a Risk

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment…

Teaching Your Heirs to Value Your Wealth

Some millionaires are reluctant to talk to their kids about family wealth.Perhaps they are afraid of what their heirs may…

Insurance When You’re Newly Married

Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current, individual insurance coverage…

Why You Might Want to Create a Donor-Advised Fund

Do you regularly donate to charities and other non-profit organizations?Then you may want to open a donor-advised fund.Donor-advised funds are…

Guarding Against Identity Theft

America is enduring a data breach epidemic.The latest annual study of the problem from Javelin Strategy & Research, a leading…

Should You Leave Your IRA to a Child?

Can a child inherit an IRA?The answer is yes, though they cannot legally own the IRA and its invested assets….

The Different Types of IRAs

What don’t you know?Many Americans know about Roth and traditional IRAs, but there are other types of Individual Retirement Arrangements….