Stop Swimming with Sharks

Find Friendlier Waters When my dad’s health started failing, he had no plan for his estate. I had no idea about the extent of his wealth or what he wanted to happen with his assets because we had never had a conversation about it. So I put together a meeting with an advisor (even though…

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Keep It Simple

Making the Complex Simple   If you’re affluent, you know all about complicated. The assets that make up your wealth are complex, and so are the solutions for handling them. But confidence comes when you learn to simplify the complex.   Believe it or not, you should be able to explain your wealth plan on…

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