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, one...
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 table...
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 passed...
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 about...
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 for...
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 depends...
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.
Malkiel...
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 it...
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