Choosing an Executor for Your Estate.
Here’s an uncomfortable truth you need to accept: Someday—hopefully in the very distant future—you are going to die. The good news: You can make that...
Preparing Heirs for Their Inheritance
Inheriting money comes with plenty of benefits. But an inheritance—even a big one—doesn’t automatically mean a worry-free life of ease. A windfall can actually create...
Stress Testing Your Wealth Strategies
Stress testing can also be effective at identifying potentially big problems—or possibly huge mistakes—so you can make changes proactively. We believe stress testing should be...
Ask The JD
Hear our President, Kay Lynn Mayhue, CFP®, AEP®, RFC®, talk with Emily Boothroyd, JD, CFP® discuss the importance of being prepared and the documents that...
How to Help Parents – and Yourself – Live Better at 80, 90 and Beyond
They say we get wiser as we get older, but let’s face it: Many new uncertainties and challenges can crop up as people get deeper...
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...
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...
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...
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...
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...
