Category: Financial Planning
Jan
29
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The Super-Rich Approach to Legal Battles: A Guide to Smart Strategies
Key takeaways in this article include: If you face a lawsuit, reviewing your situation thoroughly is crucial. Consider different possible outcomes and how they might...
Jan
16
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Estate Planning for Pet Owners: Protecting Your Furry Friends
More U.S. households today own pets than ever, a full 70%, up from 56% in the late 1980s. And more than 23 million households (about...
Dec
4
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Tackling the Complexities of Family Wealth Dynamics
Having substantial wealth does not guarantee an easy, joy-filled financial journey. This rings especially true for those who come into family wealth via inheritance. Wealthy...
Oct
23
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Nashville Wealth Management: The Power of the Virtual Family Office
The rise of virtual family office (VFO) solutions in Nashville is an exciting development sure to make a big difference for high-net-worth families and individuals. ...
Oct
16
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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...
Sep
25
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Hire a Nashville, TN, Financial Advisor as Your Personal CFO
Successfully managing your financial affairs can become more complicated as your wealth increases. Whether you’re an entrepreneur, a successful executive, a business owner, or someone...
Aug
21
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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...
Jul
31
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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
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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...
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. ...
