Passing down values related to family wealth is one of the most crucial, yet challenging, tasks for parents today. A child’s experience with money during their formative years can shape how they save, spend and give for the rest of their life.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. David Lafferty, Partner and Senior Financial Advisor featured.
As the baby boomer generation approaches one of the largest transfers of wealth in U.S. history, individuals are focusing on how to facilitate the flow of their assets to their children, grandchildren and great grandchildren. Passing along more liquid assets – like stocks, bonds and cash – is somewhat straightforward.
In the wake of the Equifax breach, we understand many of our clients are concerned about the security of their financial data. There are many ways to limit the misuse of personal information from the breach, and we encourage clients to stay vigilant in monitoring credit accounts and proactive in setting up the right protections.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Karen McIntyre, Principal and Senior Financial Advisor, featured.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Scott Michalek, Partner and Senior Financial Advisor featured.
Executive compensation plans have become increasingly complex over the last decade, with companies seeking the right balance of guaranteed vs. performance-based pay to appease both stakeholders and company leaders.
One of the emerging trends in American family life is gray divorce, defined as divorce among partners over the age of 50. In fact, the divorce rate among those 50 and older has nearly doubled since 1990, according to a Bowling Green State University study.
In retirement, it can be tempting to look over the fence at how neighbors are spending their golden years and wonder if they’re living better or if you’re spending your time and money in the right ways. What’s more, social media heightens the pressure by serving as a highlight reel of everyone’s best experiences.
