Make sure your wealth serves your family, not the other way around

Daniel Scott •
Forbes

Shutterstock Families are complicated. Creating a system of governance to preserve family wealth for multiple generations is even more complicated. How complicated? Well, let’s just say that the current industry standard has a 70% fail rate. That is, if you employ traditional estate planning methods, there is a 70% chance that your family’s wealth will

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Pros and cons of using a credit card for back-to-school shopping

Chonce •
Everything Finance

Back-to-school shopping can get expensive fast. On one hand, you think you’re just buying pens, pencils, and notebooks, but everything adds up. Clothes can also be pricey even with the sales and discounts especially if you’re purchasing a whole new fall wardrobe. For parents who wind up spending a few hundred dollars each year during

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Is your child at risk of catching ‘affluenza’?

Timothy Barrett •
Kiplinger
My daughter said she feels sick so she doesn’t want to go to school today

Without exception, the primary concern for my clients with young children is to manage their inheritance so the children still strive for achievement rather than dwell in entitlement. My first question is just what they are doing now to instill those values. I’m often met with a blank stare at first. It’s simply not a

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