They say, "It takes a village to raise a child." Likewise, it takes a team to direct your family's financial future. This no-nonsense guide to setting your family's financial plan will help you make better decisions no matter your family budget or current financial situation. Read more…
Helping Adult Children Get Financially Stable: The New Generational Wealth
Ensuring our children become financially stable doesn’t always mean that we leave them everything needed to have a cozy life. Generational wealth most often comes from helping them establish themselves, wander out into the world, and learn to thrive. Read more…
Importance of The Family Meeting
My grandfather (we called him Pappy-O) passed away recently, after almost two years of entrapment in his body and his mind. He was the father of three children, grandfather of six, and married to my grandmother (Mammy-O) for 65 years. For most of those years, he drank a cup of coffee with her every Read more…
Preserving Generational Wealth: What to Know About Family Trusts
Families that have worked hard to build wealth want to share that success with their children, grandchildren, and beyond. When it comes to building that kind of generational wealth, a family trust is a great place to start. Family trusts are a key tool for managing wealth carefully over multiple Read more…
