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...
Category: keeping it
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...
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...
DJ Builds a Business
“Read us a story Mama!”, cried the 5 little black lab puppies curled up together in a ball for bedtime. Sasha, their Mother, sighed. She was tired, but he knew how important bedtime stories...
How to Pass along Family Legacy with Hero’s Quest Stories
Throughout human history, people have passed along knowledge, inspired action and entertained one another with story. Imagine if you will, the tribe that conquered fire starting. Do you think that the tribal historian passed...
Keeping the Extended Family Connected
How is it that some families manage to hang together – for several generations – when others fly apart as soon as the kids are grown? Is there a special ingredient, some magic that...
Family Culture Factors Affecting Long Term Wealth
Family culture encompasses your family’s history, traditions, values, views, habits, goals, communication methods, and experiences. Your culture can affect whether or not future generations will have access to the wealth you are now building...
Executor Timeline
Your loved one has died and you are responsible for settling the deceased’s estate. There is nothing easy about that. You are responsible for making sure that your loved ones affairs are handled appropriately...
Review of: Family Fortunes
Family fortunes: How to Build Family Wealth and Hold on to It for 100 Years by Bill and Will Bonner copyright 2012, published by John Wiley and Sons Inc, Hoboken, New Jersey Summary:...
Avoiding the High Cost of Senior Divorces
Many things change as we mature, including our relationships. You and your spouse may have shared years together, raising family, building your nest egg, and sharing experiences – some good, some bad. You have...
