Our Blog
Aug
28
2023
When to Say Goodbye: Evaluating Your Financial Advisor Relationship
Over the years, you’ve placed your money, financial dreams, and aspirations in the hands of financial professionals. Like any pivotal relationship, the bond with your...
Aug
21
2023
Your Money, Your Choice: Financial Advisor or an Experienced Wealth Manager in Nashville?
As a successful individual who has accumulated wealth, the question isn’t whether you need professional guidance to grow and preserve your wealth. It’s about choosing...
Aug
17
2023
Five Big In-Retirement Money Mistakes—and How To Avoid Them
Chances are, planning for retirement is one of the most important steps—series of steps, really—that you’ll undertake in your life. Unfortunately, we don’t always put...
Jul
31
2023
The Future of Wealth Management: The Virtual Family Office Phenomenon
There are many options that affluent individuals and their families can consider for accumulating, managing, and preserving wealth. One popular option that has been gaining...
Jul
27
2023
It’s Time To Address the Financial Literacy Problem. Here’s How.
The percentage of American adults with strong financial literacy—the ability to understand various financial-related concepts and put them to use—has fallen to historically low levels...
Jul
20
2023
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
2023
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
2023
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
2023
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
2023
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
2023
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
2023
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?...