Protect You and Yours
Understanding and dealing with the risks that life throws your way is a key preventative measure in building your wealth. Some of those risks include: loss of assets due to divorce or financial institution...
Author: Marie
Why is it so hard to talk to family?
Cross-Generation Family Meeting Tips Have you ever had a difficult time talking about sensitive subjects with your parents or your children? I am an experienced meeting facilitator. In my role as an information systems...
Build Your Wealth Management Skills
In order to become and remain wealthy, consider mastering the basics of personal finance, building skills in your chosen career and in life’s common sense practicalities, learning basic and advanced investment techniques, trying out...
Develop Healthy Wealth Habits
If you want to become and stay wealthy, there are preliminary steps you can take to develop good habits for wealth. These can include determining what wealth means to you, pulling together to get to...
Tips for Talking Across Generations of Family
Are you anticipating difficulty when you get the family together for your family meeting? Holding a cross generation family meeting can be challenging. This article is intended to help you identify key attributes about...
Talk about Money & Legacy
In order to keep your families wealth and well being across multiple generations, your family group members will want and need to find common areas in their attitudes about money as well as agree...
Celebrity Calamity
Celebrity Calamity, from Doorway 2 Dreams is, according to the Financial Entertainment website, “our first financial entertainment product, is a video game that’s fun to play and gives players valuable financial information they can...
TheMint
TheMint is a site developed by the Northwestern Mutual Foundation to help teach kids and teens about personal finance. It has a number of categories of learning (such as earning, spending, giving, tracking, investing...
What the Heck is Sudden Wealth Syndrome?
The term “Sudden Wealth Syndrome” (SWS) was coined by Dr. Stephen Golbart and Joan Di Furia in the late 1990’s to describe symptoms they saw in dot.net entrepreneurs and lottery winners coming into large...
What Should You Do First with Your New Fortune?
You just sold your business, took a lump sum distribution from your retirement plan, signed the big contract, won the lottery or inherited unexpectedly from Great Aunt Jane. What should you do first? If...
