7 Tips to Successfully Transfer Wealth to Your Kids
70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation. Download Guide
Knowing When to Update Your Estate Plan
From the family tea set to the most complex estate, transferring wealth is quite common. What’s less common, but just as important, is outlining a specific plan for this transfer and updating it as circumstances change.
How to Make Charitable Giving Part of Your Financial Plan
COVID-19 caused an economic shockwave that we’ll feel for a long time. Nonprofits, from large global networks to the local churches, have been hit hard, too. In a recent survey of 110 nonprofits, 80% of them said revenue had fallen across the board.
Multigenerational Family Wealth Guide
Successfully creating and managing multigenerational wealth is about more than simply acquiring money to pass down to future generations. It’s also about passing down your family values so you’re loved ones can use the wealth they inherit in a way that helps them find JOY in the …
How a Donor-Advised Fund Can Help Your Charitable Giving
Giving is an important part of our society for many. It can provide us the opportunity to support causes we believe in and make a positive impact. Keep in mind, giving isn’t always about donating money. It can also include volunteering time or donating goods and resources. Here are some exa …
Let joy guide your financial future!
When most people—financial advisors and consumers alike—think about personal financial planning, the first thing that comes to mind is money. Numbers. Dollar signs. Budgets. Investments.
The JOY and Productivity Journal
What did you do today that brought you joy and put you in the right mindset for success? In the hustle and bustle of modern life, finding a balance between productivity and JOY can feel like an impossible task. But fear not!
Safeguarding Your Legacy
Let’s dive into a topic that might not be the most exciting, but is crucial: wills and trusts. I know, I know, it sounds like something only lawyers and rich folks worry about, but trust me, it’s something we all should have on our radar. Why? Because it’s about protecting what matter …
Choosing the Right Trustee for Your Estate Plan
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles: trustee, personal representative, executor and agent. While a critical decision, it’s often given significantly less thought than the distribution of your assets. B …
Preparing for Your Bundle of JOY
Wondering how to prepare financially for a new baby? Check out our complimentary “Preparing for Your Bundle of Joy” checklist, full of financial advice for new parents to help you get ready for your bundle of JOY. Download the Checklist
COMPLIMENTARY RESOURCE
A Guide to Gifting to Your Heirs
Gifting to your loved ones now or posthumously each carries their own positives and negatives as they relate to your estate plan, taxes, your goals and your legacy.
