Tips for Setting Financial Goals in Marriage
If the financial goals conversation seems intimidating to you, know that you are not alone!
If the financial goals conversation seems intimidating to you, know that you are not alone!
Life is full of choices. We make thousands of them each day, from the very first moment we wake up. Some are small and relatively easy to make, like what to eat for breakfast. Some choices are much larger and take much more effort to consider.
Over the next 25 years, approximately 45 million U.S. households are primed to pass an estimated $70 trillion in wealth to their heirs. Here are three simple ideas to get you started on a rewarding family governance journey.
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
The proper use and management of equity compensation are significant components of a healthy financial picture for corporate leaders. Let’s take a closer look at three types of equity compensation.
Planning for retirement can be one of the most daunting financial stages of life because there are so many competing priorities to manage and responsibilities to juggle. Read on for some tips to help you manage it all.
If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.
Break out the cake, ice cream, and party hats because it’s time to celebrate National Estate Planning Week!
Recently, a colleague and I sat down with a married couple who is on the cusp of making significant wealth transfer and philanthropic decisions that will impact their family for generations to come. Naturally, their first question was, “Where do we start?”
Whether you’re a business owner or not, here are three ways to start talking about money and building financial skills with your children or grandchildren while they’re young.
The proper use and management of equity compensation are significant components of a healthy financial picture for corporate leaders. Let’s take a closer look at three types of equity compensation.
Planning for retirement can be one of the most daunting financial stages of life because there are so many competing priorities to manage and responsibilities to juggle. Read on for some tips to help you manage it all.
If you think talking about money with your spouse, parents, or children is difficult, you are not alone. Here are three tips to get started on a healthier money talk journey with your loved ones.
How can extending a powerful invitation create an opportunity for connection? Let's take a look!
How the magic of writing a letter could help convey your intentions to a beneficiary.
We need a different approach to evaluate an investment of the heart, a different kind of “bond” investment. An investment in joy requires a unique type of cost-benefit analysis.
Just as the McCallisters left Kevin behind in their rush to the airport, without a Will, Trust, or Powers of Attorney in place, you risk leaving your loved ones unprotected and unprepared when you don't have an estate plan. Don’t delay—make your estate plan today!
How do we prepare our young people to lead and do it quickly?
Expect uncertainty and embrace the power of teamwork. We counsel clients to focus on the things they can control, like how much they are spending, saving, and investing rather than letting uncertainty shred their peace of mind.