The only constant is change, which is why it's so important to keep you plan up to date. In this post, we provide a guideline for how often you should review your estate strategy and explore some important life changes that should prompt an immediate review.
Shanna Jager, with decades of experience, shares how a strengths-based approach transforms personal growth and family finances.
How does financial literacy and open communication help families navigate wealth and plan for the future? Family wealth consultant Dr. Jim Grubman joins hosts Wes Brown and Dr. Sonya Lutter to dissect the intersection of wealth, psychology, and legacy.
Stay on top of the changes to the FAFSA for the 2024–2025 school year
This week on the podcast, Wes is joined once again by David Sax to discuss his latest book, "The Future Is Analog", which was released today. In this episode, Wes and David explore how the digital future we’ve been promised for so long fell flat when the pandemic hit, and what implications that has for how we structure our lives going forward. You won't want to miss it!
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
If not handled strategically, managing bills with both your new partner and your ex-partner can create a tangled web that can negatively affect children.
True connection is our best investment.