Tag: wealth planning

How You Can Jump Off the Investing Emotional Roller Coaster

With summer right around the corner, you could be planning a trip to your favorite amusement park. Once there, you might even be brave enough to ride one of the giant roller coasters that are so popular at many parks today. Amusement park roller coasters are fun — at least they are for some people. […]

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The Long-Term Benefits of Dollar Cost Averaging

“Buy low and sell high.” This is probably the simplest explanation of how to be a successful investor. Simple doesn’t make it easy, though. Nobody has a crystal ball allowing them to see into the future so they know when to buy securities at the lowest possible price and sell them at the highest possible […]

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What You Should Do When You Reach These Retirement Age Milestones

The age of 50 is a milestone for many reasons — not the least of which is the fact that 50 is a nice, round number that’s also the equivalent of half-a-century. Practically speaking, 50 is also an important age when it comes to your personal finances. Starting at 50, there are a number of […]

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How to Prepare Your Kids and Grandkids for Managing Generational Wealth

Based on our experiences, affluent and high-net-worth families often walk a fine line when it comes to planning their estate. While they may want to pass their assets on to their children and grandchildren to provide them with a measure of financial security, they don’t want to give them so much money that kids and […]

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