5 Ways to Secure Your Family Financially

Your family’s financial security is of the utmost importance but taking the time to establish a long-term family financial plan tends to fall to the bottom of the to-do list for most families. This is especially true when everything seems to be going well in the present moment.

But just because you are comfortably providing for your family’s needs and wellbeing today, it does not mean that you have set a stable financial future for your family’s security.

Following, we specify five ways to help stabilize your family’s financial security.

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Do High-Net-Worth Wealth Plans Require a Team Effort?

Do High-Net-Worth Wealth Plans Require a Team Effort
High-Net-Worth Wealth Plans

Investment professionals are often turned to for guidance on wealth plans. However, if you are a high-net-worth individual or family it’s likely that your financial situation is more complicated than the average, which means there are times your investment professional may wish to engage specialists on your behalf.

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How to Build Generational Wealth

How to Build Generational Wealth
Generational Wealth

Many parents save what they can in the hope that they can pass along some money—perhaps in the form of college tuition or a first home down-payment—to help their children or grandchildren start their adult lives with less debt. But if you’d like to leave behind greater financial security, or even a legacy, then it’s worth learning how to build generational wealth.

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Talking to Adult Children About Their Inheritance

Talking to Adult Children About Their Inheritance

Do you feel uncomfortable at the thought of talking to your adult children about their inheritance? You’re not alone. In many families, the “M” word (money) can be a stressful and emotional subject.

However, delaying the discussion can create more anxiety for everyone. In this article, we provide some suggestions on how to approach the inheritance conversation with your adult children, when you are ready to do so.

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A Discission on Family Business Transition

Watch Kevin Willis of Bloom Investment Counsel, Inc. join Steve Legler for a discussion on family business transition.

“Every family is different and yet the same challenges [regarding family business transition] exist pretty well everywhere and all around the world […].When you work with someone who has the experience with other families, it can help you get over those hurdles.”

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