A few weeks ago, I talked with our two kids – one a preschooler and the other a kindergartner – about money. Here are some starter topics for you to discuss with your kids.
An important part of building out a financial plan is determining goals. Goals help us look at a financial plan with the “end” in mind.
Legacy is a strange topic. We all think about it, but it means something different to everybody. How do you want to be remembered?
I recently listened to a podcast called, “Invest Like the Best, with Patrick O’Shaughnessy”. The podcast is based on an article written by Michael Lewis in the New York Times Magazine back in 2009, about Shane Battier, a professional basketball player who was the ultimate teammate.
For many family businesses, the lack of clear succession plans is the most significant challenge.
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