5 Tips for Successfully Passing Down Wealth
Growing wealth is one thing. Preserving and passing it down to the next generation while confidently knowing it will be maintained is something else entirely.
The Hidden Dangers of Autopay, for Advisors and Their Clients
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.
3 ways parents can make their kids smarter with money, according to a CPA
Parents shouldn’t wait until their kids are old enough to have an allowance before teaching them about money.
Beyond Wealth Transition: Role Transition
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.
The future of money | Neha Narula
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.