The first five steps to building wealth

Eric Brotman •
Forbes
Portrait of successful businesswoman wearing elegant formal suit sitting on leather sofa relaxing after work at home

Build a risk management plan, including an emergency fund.  This is the first of a two-part series. When you’re looking into getting a loan, you’ll see options for homes, cars, businesses, and even vacations. What you won’t see is a loan for retirement. Retirement is the one expense in the world you cannot borrow for,

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The 5 most important wealth management lessons from the super-rich

Russ Alan Prince •
Forbes
business man working and looking on the street

According to John Bowen, co-founder of BSW Inner Circle and co-author of Elite Wealth Planning: Lessons from the Super Rich, “When it comes to wealth management, following in the well-worn path of the super-rich can enable successful people to significantly increase and protect their wealth. There are a number of lessons people striving for greater

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Beginner estate planning for millennials

Douglas A. Boneparth •
Investopedia Stock Analysis
Focused serious couple checking bills sitting together at kitche

Being wealthy is not a requirement for creating an estate plan. Neither is being old, retired, having a family or owning a lot of assets. If you are a Millennial, and you haven’t started estate planning, here’s how to get started. Why Millennials Should Begin Estate Planning Now If you have been avoiding estate planning, you are

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Estate planning answers for ‘hard’ assets like art, heirlooms

Grant Rawdin, CFP®, Founder, CEO, and J.D. •
Kiplinger
Printers tray oddments

As the baby boomer generation approaches one of the largest transfers of wealth in U.S. history, many people are focusing on how to facilitate the flow of their assets to their children, grandchildren and great-grandchildren. While passing along more liquid assets like stocks, bonds and cash can be straightforward, “hard” assets like property, art and

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