As a grandparent, especially if you don’t want heirs to destroy the inheritance you intend to leave, you want your grandchildren to learn basic money management as well as more advanced investing concepts and...
Among experts dealing with multi-generational wealth, one of the precepts is that each generation helps the next ones out. One way to do that – if certain issues are properly handled – is for...
Part of our mission here at Family Money Values is to research and share information about tools and techniques used by multi millionaire and billionaire families – so that the rest of us are...
With the new year now in it’s second month, it is time to start honoring those resolutions to save more money. One of the ways to save money is to reduce expenses on insurance....
Discussions on how couples feel about travel should be required premarital counseling! Some folks love to travel and feel it is educational, fulfilling and worth the time and money. Other folks think it is...
Around here, January through March are the dull months. The holidays are over, the weather is bad and there just aren’t that many exciting things to do. I use this time period to tackle...
There is a new theory floating around that a group called High Beta Wealthy exist. The idea is that folks in the top 1% of the wealthy don’t stay there – they are ‘high...
Disclaimer:I am not an accountant, tax preparer or lawyer. The information in this article should not be relied on to anticipate or prepare your tax return. Your situation is unique, consult appropriate professional assistance...
Are you dreaming of retiring? Before you go there, check out my real life story of Five Retirement Surprises I had with my own retirement on Free Money Finances – up today.
I don’t typically watch Suze Orman – because a) I don’t like her style and b) I don’t watch QVC or Oprah where she is televised a lot. Many middle class American women seem...
