Making My Grandchildren Rich – With a Stretch IRA
I had an opportunity this year to convert my very old and very small traditional IRA to a Roth. I will be in a lower tax bracket for several years so I bit the...
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I had an Aunt who labeled everything she owned with hand written notes. She wanted her survivors to understand the history and specialness of each object she cherished. I used to think it was...
Why I Will Never Sign A Living Will
What Is a Living Will? A living will explains what you want medically when you can no longer communicate your desires. My Mother and My Aunt Had Living Wills Neither of them wanted to...
Build Your Family Legacy – Discover what’s important
To build your legacy as a family, members need to understand “who we are and what we stand for”. Have each family member: List 3-5 admirable actions taken by ancestors (living or deceased)...
How to Raise a Millionaire – Developing Your Child’s Entrepreneurial Aptitude
If you are reading my efforts, you probably want to become a millionaire or you already are one. If you want to become one, and if you have children, you probably are trying to...
Are Your Parents Doing You a Disservice By Giving You Large Gifts?
Did your parents help you out with your kid’s education expenses? Did they supply money for a down payment on your first house? Do you get an annual gift of cash? It’s Mom’s Fault!...
How to Raise a Millionaire – Child Rearing Issues Money Can Cause
If you are reading my efforts, you probably want to become a millionaire or you already are one. If you want to become one, and if you have children, you probably are trying to...
How to Raise a Millionaire – What the Greatest Generation Did (Part 2)
If you are reading my efforts, you probably want to become a millionaire or you already are one. If you want to become one, and if you have children, you probably are trying to...
Millionaire Story – Kraft Foods CEO – Irene Rosenfeld
Do you know who Irene Rosenfeld is? She is a self-made millionaire, wife, widow, mother of two girls, philanthropist and – oh, by the way, CEO of Kraft Foods – one of only two...
Free – Long Term Family Wealth Planning Checklist
Download this free checklist to help your family develop a long term family wealth plan. Learn how to organize your family and your family finances to grow the family fortune generation over generation. ...
