Posts Tagged: Wealth Planning

Wealth Transfer: The Emotional Side of Money

When crafting a wealth transfer plan, it’s important to know there are two sides of money: the intellectual side and the emotional side. Learn how tackling the emotional aspects first leads to a more satisfying plan for you and future generations. more >

Know What Type of Financial Advisor You’re Hiring

The term “financial advisor” can mean many things. For young professionals who are just starting to plan for the long term, it’s important to know the significant differences between an RIA, broker-dealer and robo-advisor. more >

6 Security Tips for Affluent Households

Everyone should be proactive in personal security, but high net worth households have particular, heightened safety concerns. Sandi Bragar follows up on a Wall Street Journal interview with details on how to keep you and your family safer. more >

6 Steps to Leaving an Impactful Legacy

After defining your legacy, how do you go about making it real? Greg Fasig follows up his previous article with actionable steps to give your time and money in ways that last generations. more >

Get Your Financial Planning Docs in Order

Spring cleaning your home office may seem overwhelming. It’s easier if you start by organizing these five essential financial documents that help your advisors and family manage your financial affairs. more >

What Do Your Financial Advisor’s Designations Mean?

How do you know if you need a CFP or a CFA, or both? We explain some of the most common professional designations so you can select the right financial advisor to help you achieve your goals. more >

Estate Taxes: Gone Today but Here Tomorrow?

The tax reform doubled the amount that a taxpayer can transfer without gift, estate or generation-skipping transfer taxes. But that doesn’t mean you should forget about estate planning. Here are six considerations to discuss with a wealth manager. more >