Financial Poise

Personal Finance

Blockchain Technology in Finance

Blockchain Technology is Revolutionizing the Way We Invest, Borrow and Lend

Blockchain technology is here to stay. Here’s why it’s more efficient, transparent and safe for investors, lenders and borrowers.

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Family Offices and Managing Private Wealth

5 Rules for Building a Solid Family Office Structure

A solid family office structure requires a quality management team that can protect and sustain a family’s wealth over generations.

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Hiring a Corporate Trustee

Smart Estate Planning: What a Corporate Trustee Provides That a Will Does Not

Setting up a trust to protect your assets can be a smart move, but hiring a corporate trustee may be even smarter.

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Organized philanthropy for families

Smart Giving Gives Back: The Surprising Benefits of Family Philanthropy

Philanthropy is important to many wealthy families, but many don’t have a structured plan. Learn how to give back with organized philanthropy.

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A dictionary for financial advisor terminology

The Financial Urban Dictionary: A Financial Planning Glossary to Help You Speak with Your Advisor

Don’t let fancy financial advisor language intimidate you. This financial planning glossary explains the jargon with flare.

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Finding health and financial balance

Waistlines and Wallets: How Your Health Affects Your Financial Wellness

Your financial wellness is linked to your everyday health habits. Better nutrition, exercise and sleep can reduce debt and financial stress.

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Frugal living tips to grow wealth

The Psychology of Spending: Overcome Bad Habits, Save Your Money and Grow Your Wealth

Don’t let the current psychology of spending empty your wallet. Learn how to save your money with these frugal living tips.

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Financial planning for women and wives

Women: It’s Time to Take Charge of Family Finances

Studies show a majority of wives are uninvolved in family finances. Here’s how advisors and spouses can address financial planning for women.

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Is College Worth It

Maybe It’s Time for a Gap Year: Will Traditional College Be Worth the Cost in a Post-COVID World?

COVID-19 has thrusted universities online, but full tuition has students asking, “Is college worth it?” Investing in college may take on a digital meaning.

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a family sits on a lawn, representing managing family wealth and legacy

6 Ways to Manage Family Wealth and Create Your Family Legacy

Your family legacy depends on managing family wealth and relationships in a way that fulfills a common mission. Six tips on creating your family’s purpose.

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