Worth Sharing

Many retirement savers rely on a mental shortcut to determine how much to sock away: They multiply a figure that’s a little lower than their current annual budget by the…

Family wealth is like a comfortable vehicle with plenty of range: It can take you to places where you’ll find fulfillment. But if you aren’t clear about where you want…

For new retirees, having a wide-open calendar can feel like unbounded freedom. But while relaxation is one of the prime perks of retirement, it’s not good for that calendar to…

What makes for a successful business partnership? Clear communication, shared goals and mutual respect are key. But to ensure the long-term viability of your business, a buy-sell agreement is a…

Homeownership has long been considered part of the American dream—a symbol of stability, security and accomplishment. That’s why it’s perhaps more than a little surprising that the Americans most able…

It’s never too early to start positioning your business to sell at a premium valuation even if a potential sale is years away. The improvements needed to unlock the value…

One of the biggest worries of wealthy parents is that their affluence will hamper their children's personal and social development. In some instances, privileged kids have grown into young adults…

Financial planning is a powerful tool to help us and our loved ones. But the best planning looks beyond our lifetimes. For example, wills and estate plans allow us to…

October is cybersecurity awareness month—and the idea is worth taking seriously, particularly for wealthy families. Online Crime Increasing Cybercrime has risen dramatically in recent years, and online crooks are growing…