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Blog Posts

Don't be a statistic: Teach your children to protect your family fortune

The stories are everywhere, and they are alarming.

William "Bud" Post squandered more than $16 million in one single,...

When To Start Planning For Your Legacy

According to data collected by the U.S. Bureau of Labor Statistics, the average American spends about eight hours sleeping,...

How to find the right heritage planning professional

It all changed on a cold December day at Chicago's O'Hare International Airport.

That's where 13 people gathered around a...

Use multi-generational planning to define your family’s legacy for generations to come

The family farm has been the bread and butter of American life for nearly 150 years.

Farms started by grandfathers were...

Beyond tomorrow: How multi-generational financial planning works for you, your children and your grandchildren

Turns out it's not about the money, after all.

Back in 2012, a large national company spent some time surveying Americans...

Prosperity economics: Going beyond mutual funds and the stock market

Investing in the stock market.

It's been romanticized, revered and referred to as the best way to build a brighter future...

Multi-generational wealth planning is about protecting what matters most-your family's future

What matters most to you?

It's a question everyone seems to wrestle with at one time or another, and the answer often...

How heritage planning preserves your family's wealth, values and traditions for future generations.

There are things that live on from generation to generation without any thought, effort or planning.

Surnames date back...

Dartboard Investments: Contests, Monkeys and Random Stock Picks

What do blindfolded monkeys have to do with your stock market investments? If you believe Burton Malkiel, an awful lot.

...

10 Real Estate Investing Mistakes That Kill Profits

The road to wealth is often lined with real estate. Owning properties can lead to passive income that lasts a lifetime, but...

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