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.
A Team-Based Approach to the Financial Health of Athletes
Some estimates indicate as many as 50–80% of retired professional athletes go bankrupt within five years of retiring. The statistics vary somewhat, and they depend…
Are Newborns at Risk of Identity Theft?
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…
Family Financial Conferences
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…
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.
Coordinating Your Client’s Property and Casualty Insurance with Trust Planning
Different options are available, but all parties must be in sync… Patrick Gillotti | via WealthManagement.com Estate planning tools and property & casualty (P&C) coverages…