Don’t Leap Before You Look! The powerful benefits of thoughtful action When people are confronted with adversity, opportunity or both, they often react quickly—with the intention of dealing with the situation rapidly and moving forward. These reflexively gut-driven responses are often rewarded by our culture, which praises the “fast-acting do-er” who “gets the job done” […]
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 […]
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 […]
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.
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 […]
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.
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 […]
Estate Planning: Don’t Forget Your Pet! If you are part of the 68 percent of U.S. households that own a pet[1], 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 […]
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.
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, […]
