Generational wealth involves proactive financial planning, especially when parents or grandparents pass on their wealth to loved ones after they die. Entrusting family members with receiving an inheritance is more than just getting a hold of assets or a check in the mail.
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Talking to Your Children About Inheritance Checklist
April 8, 202410 Ways a Financial Professional Can Assist You
April 8, 2024Often, there is a misconception that seeking financial help indicates incompetence or lack of financial self-sufficiency. However, seeking help is the exact opposite. High-performing individuals who excel in their respective fields adopt a more pragmatic approach.
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An Estate Planning Guide for Beginners
April 3, 2024Estate planning is a comprehensive process that involves organizing your assets and making informed decisions concerning how your wealth will be handled before and after death. In this article, we examine the crucial components of an estate plan, how to begin, who can help you develop an estate plan, mistakes to avoid, and how to mitigate them.
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Improving Your Financial Literacy Can Improve Your Business
March 28, 2024Financial literacy is essential for your personal financial health and even more crucial for the financial health of your small business. Being a small business owner comes with many responsibilities, one of which is maintaining the company's finances and helping keep it on track toward a solid financial future.
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5 Critical Financial Strategies for Physicians
March 12, 2024As a physician, you understand your medical specialty inside and out, but at the same time, you also need to be able to handle the financial challenges associated with your industry. That may include juggling a lot of student and professional debt, running your own clinic, saving for the future, and creating contingency plans for disabilities or medical liability issues. Ideally, physicians should keep the following essentials in mind:
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Spring Has Sprung: Time to Refresh Your Retirement Plan
March 12, 2024Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts, it's worth taking a closer look at your retirement savings. Below, we discuss three ways to refresh your retirement plan this spring.
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Talking to Your Kids About Your Finances
February 29, 2024Communicating openly can help everyone prepare and plan for the future.
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