November 18th, 2010
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October 1st, 2011
Overview: Estate planning documents are often viewed as static documents that are written once and then safely stored. To provide the most value, estate planning documents should be updated as laws change and life events occur.
Four Areas of Estate Planning
Many people assume estate planning documents are strictly financial in nature. In reality, having such documents in place also expresses an individual’s personal instructions regarding health care preferences, family care and cherished belongings. The following are all part of the estate planning process.
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September 1st, 2011
Overview: Personal finance and investments are among the most complicated topics facing young adults. Following is advice for young adults in the key areas of saving money, paying off debt, purchasing a home, buying insurance and investing.
1. Saving
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August 24th, 2011
Putting Market Volatility in Perspective: Market Cycles discusses market volatility in the context of historical market cycles.
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August 1st, 2011
Overview: Wealth counselor and psychotherapist Marilyn Wechter discusses how family wealth can affect parents and children in different ways. Marilyn also touches on the subject of how family members can begin repairing damaged relationships and change the meaning of money throughout the family dynamic.
Q: What is the most common issue you see affluent families facing today?
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