Written by Auro WM on December 10, 2019
Charitable Giving, the Tax-Wise Way Americans—especially the affluent—are some of the most charitable people in the world.[*] Chances are, you use some of your wealth to support favorite causes or organizations that are important to you. But those contributions may not be having as big an impact as they could—and it’s possible you’re missing out […]
Written by Auro WM on November 7, 2019
Here’s Why You May Need to Update Your Estate Plan Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you […]
Written by Auro WM on October 7, 2019
The Super Rich’s Three Big Fears—and How They Work to Overcome Them Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely. Even the richest among us have fears. What’s more, they often share many of the same worries the rest of us have.
Written by Auro WM on September 23, 2019
How Playing the Long Game Could Help Build Wealth and Success Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the road—years or even decades from now—and taking specific, carefully considered […]
Written by Auro WM on August 8, 2019
Four Ways the Super Rich Manage Their Wealth The self-made Super Rich—people with a net worth of at least $500 million that they built through their own hard work—often possess a treasure trove of knowledge, insights and actionable strategies that the rest of us can adopt in our own lives to enhance our success.
Written by Auro WM on July 2, 2019
Work Smarter—Not Harder: Reclaim your time and energy to live your best life! Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you feel like you spend too much of that time on things that don’t add value to […]
Written by Auro WM on June 7, 2019
Estate Planning: Don’t Forget Your Pet! If you are part of the 68 percent of U.S. households that own a pet, you probably think of it as a true member of the family—one you love and cherish. But what would happen to that cherished family member if you were to die suddenly? Have you taken […]
Written by Auro WM on May 10, 2019
Three Questions to Answer Before You Purchase Life Insurance Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy—the money that the insurance company pays out in the event of the insured’s death.
Written by Auro WM on April 5, 2019
The Power of Charitable Remainder Trusts Do well by doing good A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to facilitating scientific breakthroughs, from providing safe habitats for wildlife to sharing the arts, […]
Written by Auro WM on March 11, 2019
Elite Wealth Planning What it is and why it matters Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success. With that in mind, here’s a closer look at just what elite wealth planning is—how […]