Our Blog
Jul
20
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Five Big Asset Protection Planning Mistakes—and How To Avoid Them
If you have substantial assets, you may be a target for frivolous lawsuits. That’s why it’s so important to consider asset protection strategies that can...
Jul
10
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Can You Retire on 5 Million Dollars? Insights from an Elite Wealth Advisor
Mitch Silberman, Founder & CEO of Silberman Wealth Strategies, Inc. provides wealth management services in and near Nashville, TN. Here is his insight: I’ve provided...
Jun
30
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Solo After 50: Navigating a “Gray Divorce”
Bill and Melinda Gates weren’t a typical couple. But they are part of an increasingly common trend: divorce among people over the age of 50. ...
Jun
26
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Elite Wealth Management: The Pros and Cons of Tax-Loss Harvesting
In the complex world of elite wealth management, financial strategies are tailored to preserve and grow assets optimally. Tax-loss harvesting is a strategy that has...
Jun
12
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How Financial Planning Can Help Maintain Family Harmony
It’s a well-documented fact that financial stress can strain relationships and foster disharmony within a household, emphasizing the need for a well-thought-out and documented approach...
May
30
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Can You Retire on $2 Million Comfortably?
Retirement (choosing to no longer work) is a goal that many people aspire to, but not everyone is sure how much money they need to...
May
22
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Could a Recession in 2023 Impact Your Retirement Plans?
Are you a successful, high-income earner concerned about the possibility of a recession in 2023 or 2024 and how that might impact your retirement plans?...
Apr
17
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Is Endowment-Style Investing the Right Strategy for You?
Investing is an essential aspect of building and maintaining your wealth. However, traditional stock and bond portfolios may not be enough to generate the kind...
Apr
3
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Why Financial Planning Is Critical to Your Wealth Strategies
With so much economic, political, and social uncertainty, one thing remains clear: Financial planning is crucial to pursuing a stable and secure financial future. It’s...
Mar
20
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4 Signs That You Need a Personal CFO (P-CFO)
Even the financially well-off must be aware of today’s economic conditions. This is especially true for high-net-worth individuals who have (necessarily) sophisticated tax and investment...
Mar
6
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What Happens if You Run Out of Money in Retirement?
Retirement is a time of life we think of for finally sitting back, relaxing, and enjoying the rewards of our hard work through the years....
Feb
20
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As Your Wealth Grows, So Does the Need for a High-Net-Worth Wealth Manager
High-net-worth individuals and families have unique needs that require specialized knowledge and experience. With a Personal CFO helping you with your financial plan and managing...
