Tag: 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...
Jan
8
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A Check-up for Your Wealth Plan
One of the best plans to take from the financial playbook of the Super Rich – those with a net worth of $500 million or...
Dec
28
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Shield Your Wealth with Asset Protection Strategies
It’s unfortunate that we live in an era of baseless or frivolous lawsuits, especially if you are a high-income professional, entrepreneur, or someone who has...
Dec
18
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Is Your Estate Plan Outdated? Signs It’s Time to Revise
When was the last time you took a close look at your estate plan? It’s not uncommon for even the most well-thought-out estate plans to...
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...
