How to Write a Multi-generation Family Values Statement – Step One
Most of you have heard over and over again about the importance of setting and pursuing goals. It is practically a national past time on December 31 every year – to set up those...
Author: Marie
Free Things to Do in Branson
Branson – the live music show capital of the world has much more than just shows to offer. We have a vacation condo lakeside on Table Rock Lake in the area and have explored...
What is Leadership?
According to Mark Haynes Daniell and Sara Hamilton, in Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times (Wiley Finance), every family needs a leader – maybe several. Without a family leader...
Allowances
My husband and I gave our boys an allowance when they were kids. We both received an allowance and thought it was just part of what you do when you have kids. Neither of...
Review of: The M Word – a Book about Family Money Meetings
Review of: The M Word – The Money Talk Every Family Needs to Have About Wealth and Their Financial Future by Lori R. Sackler Summary: This book is a thorough guide to understanding...
Life in a Wealthy Sept – What is their Family Meeting Like?
Family meetings are a great way for parents with young children to circle the wagons and communicate with their kids, but did you know that they are also valuable for conducting family business, passing...
April is Financial Literacy Month!
H & R Block has developed a program called Dollars & Sense to help teens learn financial literacy. This post is from a writer in that program and has some good information. Just so...
The Role of Advisers in a Wealthy Family
Life can get more complicated when you have wealth. Finding ways to manage and grow the family wealth can be time consuming and complex. Finding ways to protect that wealth can also be harder....
Make a New Legacy
The Merriam-Webster online dictionary defines legacy as: “something transmitted by or received from an ancestor or predecessor or from the past” You have a legacy, whether or not you know what it is. Perhaps it...
The Road to Wealth Requires Insurance
As a project manager, I learned from experience that to get your project done you need to cover your risks. There is a whole sub-section of project management dealing with risk identification, assessment and...
