It’s normal to feel a sense of relief when a divorce is finalized, but it’s not quite the time to rest, yet. Many critical updates don’t happen automatically and can be easily overlooked. This practical 7-step post-divorce checklist outlines how to reduce risk and protect you and your assets moving forward.
No matter how much or how little wealth you plan on passing down to your children or grandchildren, you should make it a priority to pass on your financial values to the next generation.
Your legacy is important for both you and your family, so don't wait until the last minute to strategize. Here are 6 ways to avoid common estate planning mistakes.
How to approach finances with aging parents.
The financial implications and the emotional considerations of receiving an inheritance windfall.
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.
Co-hosts Wes Brown and Dr. Sonya Lutter talk with Matt Sommer, Head of Specialist Consulting Group at Janus Henderson Investors, to explore the role of advisors in the year 2024. Through this enlightening conversation, Matt shares several findings from his recent research: 85% of all investors desire more financial education, life expectancy is correlated to wealth, and 70% of investors admit to making mistakes due to emotions.
Co-hosts Sonya and Wes share a special conversation about grief, loss, and resiliency, and Sonya shares a vulnerable part of her story. Together, they explore the impact of loss, and Sonya shares how she has made the conscious decision to work through her grief in a way that honors how it has impacted her, while not defining who she is. She further provides practical and tangible ways to come alongside our loved ones in grief.
Today’s guest, Cara Macksound, CEO of Money Habitudes, has built a career out of helping people understand the psychology of money to empower them to manage their financial well-being. Join us for a fascinating conversation that explores the context and lenses through which we view money and how it impacts our relationship to risk, money, and the people in our lives.
Dr. Grubman sits down with hosts Wes Brown and Dr. Sonya Lutter to share effective strategies for nurturing financially savvy children, confidently navigating complex wealth issues, and more.