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...
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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...
Renewal
Last week our extended family marked the 90th birthday of our eldest family member. We all drove across the state to join in the celebration of the day. As part of the dinner, I...
6 Ways to Become a Millionaire
Becoming a millionaire is a popular wish. Do you want to have a million dollar net worth? Only those readers who are already there would say no, I bet. It is entirely possible to...
Women Need Economic Power
When I retired from my job as a manager in a national mid-cap company, I started my own business to develop web sites and blogs, write for them and create products to sell on...
When is the Cost of a Conference or Seminar Worth the Price?
Recently I signed up to go to a Financial Bloggers Conference – FinCon13. This is the 3rd year Phil has organized the conference for all of we financial bloggers. Spending the money to go...
