August 9, 2022—During times of financial uncertainty, some people may allow emotions, rather than logic and reason, to drive their business decisions. But emotional decision-making, mired in personal bias, can derail even the best-laid plans. It is usually best to keep emotions in check when faced with high stakes financial choices.
Our Monthly Tip, as featured in Family Lawyer Magazine:Starting college is an exciting time for parents and children alike, but there are many details to consider – especially for children of divorce.When entering college as a freshman, the logistics and corresponding emotions attached to decisions can be overwhelming—not only for the student but the family at large.
This article was published in the September 17, 2021 issue of MarketWatch. In it, Family Legacy Advisor Jerry Inglet discusses how an intentionally planned path can help mitigate the emotional highs and lows of important funding strategies. When retirement and college funding are balanced, two of the best gifts a parent can give to their children are made possible—the opportunity of a college education and a free conscience of knowing that their parents are financially secure in retirement.
June 29, 2021—For many family business owners, the company they developed and grew over the years has shaped their identities, given them purpose, and may have been the catalyst for keeping their families together. Following the sale of a family business, some may feel a sense of loss and perhaps even regret, unsure about what to do next.
December 22, 2020—Over this past year, many families have grappled with topics from the pandemic to politics, perhaps disrupting family harmony. With the uneasiness that 2020 presented, has your family defined a concise purpose for the new year that drives goals? In today’s podcast, Family Legacy Advisor Jerry Inglet discusses both the importance of establishing your family’s purpose and how to supplement it with the development and use of a family motto.