Financial advisors often encourage clients to put their bills, including rent, mortgage, and utilities, on autopay. Some advisors even set up auto-payments on clients’ behalf. But despite some of the benefits auto-payments offer, it can also lead to problems, especially for people who take a hands-off approach to their finances.
Please join us for an in-depth conversation with Shawn Barberis and Lori Coonen of MTM360 as they discuss the fundamentals to successful multi-generational wealth transfers.
Parents shouldn’t wait until their kids are old enough to have an allowance before teaching them about money.
At My Accountant, we have been a leading provider of financial and administrative services for high-net-worth families, individuals, and family offices. Today, we are proud…
Together, along our own CEO Ken Eyler, Joe & Jay discuss best practices from a Property & Casualty perspective.
In our experience working with wealthy families, it is not uncommon to find a situation in which there is division of labor between spouses, each taking on decision-making roles in different aspects of the couple’s life.
You are probably aware of the risks of someone stealing your Social Security number, etc. and stealing your identity to commit fraud. But what about…
Nearly every family has one person who manages most of the financial chores and activities. In our experience that person is often considered the family…
What happens when the way we buy, sell and pay for things changes, perhaps even removing the need for banks or currency exchange bureaus? That’s the radical promise of a world powered by cryptocurrencies like Bitcoin and Ethereum.
