Nov. 2, 2021—Regardless of when you receive an inheritance or earn your income, sustaining wealth over your lifetime takes deliberate planning. It is important to follow a budget that is carefully designed to help you achieve your goals. In today’s podcast, Wealth Planning Analyst Rachel Ling discusses smart budgeting strategies to help your money last throughout your lifetime.
October 6, 2020—Many successful family businesses use mentorship programs to engage younger generations and overcome some of the challenges associated with inter-generational succession. In addition, effective mentoring may help reinforce a shared vision and company values across generations. Family Legacy Advisor Libby Turner discusses how effective mentoring can help pave the way for a successful business transition to the next generation.
Chief Wealth Strategist Alvina Lo shares her insights with Family Wealth Report in this article reprint about how advisors need to get creative and understand more innovative wealth planning strategies when working with today’s “convenience” generation.Please see important disclosures at the end of the article.