Financial Poise

Articles tagged: Family Dynamics

young woman shows her grandmother financial tips for widows on her iPhone

6 Financial Tips for Widows in the Age of Coronavirus (COVID-19)

An aging population and global pandemic bring need for emotional and financial help for widows. Here are 6 financial tips for widows and widowers.

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a pathway between trees represents the trees, making a will, who needs a will and the importance of a will

I’m Not Very Wealthy, Should I Still Make a Will?

Don’t ask who needs a will. Ask how to make a will. Estate planning is important, regardless of the number of assets you own.

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a baby boomer woman, representing women and the great wealth transfer

The $68 Trillion Great Wealth Transfer Is Coming: What Most Advisors are Missing

The great wealth transfer from boomers to millennials is just around the corner, but are financial advisors overlooking boomer women and wealth?

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A bride and groom make heart hands, symbolizing their decision to open a joint account

Money Basics Series — Part 5: Is Your Relationship Ready for a Joint Account?

Are you rushing into a joint account with your significant other? These are the questions you should ask your partner before making the commitment.

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family walking, symbolizing family succession planning

How Family Business Succession Planning Becomes Succession Implementation

Family business succession planning requires discussions about ownership, leadership, payment and other issues to smoothly transition from Gen 1 to Gen 2. 

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two men arm wrestle over fair estate distribution

Sibling Squabbles: Fair Estate Distribution Among Multiple Heirs

The most common disputes during estate distribution are among siblings. Communication is key to dividing assets fairly and easing the financial transition.

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Entwined adult hands, here symbolizing property rights for unmarried couples

P is for Planning, Not Palimony: Estate Planning for Unmarried Couples

Breaking up is messy in states that don’t grant property rights for unmarried couples. A cohabitation agreement is the key to equitable estate planning.

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Couple vacations at a waterfall, symbolizing the importance of finances in marriage

Finances in Marriage: 3 C’s to Address Discontent

Even with your life’s partner, money conversations are hard. Communication, collaboration and control are your keys to a harmonious shared future.

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divorce is a process

The 4 Stages of the Divorce Process

Divorce is more than a legal process. It’s an emotional one, too. Read about the four divorce process steps, including the announcement and the aftermath.

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Family-Owned Business Transition

Family-Owned Business Transitions: The Good, the Bad, and The Ugly

Like Snowflakes, They Vary Transitions in family-owned businesses can take many forms and be challenging endeavors. From a change of control, as the torch is passed from one generation to the next, to the much more life-changing sale of the entire business, each transition comes with its share of the Good, Bad, and Ugly. Types […]

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