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Articles tagged: Family Dynamics
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. Read More
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. Read More
How to Create a Family Business Charter
Successful family businesses often create a Family Charter or Family Business Constitution—a written agreement to guide decisions on boards, succession, hiring and more. Read More
Building the Best Strategy to Drive Cash Allocation
Do you have too much cash on hand? Cash allocation decisions are some of the trickiest for small businesses to face – make your cash work as hard as you do. Read More
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. Read More
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. Read More
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? Read More
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. Read More
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. Read More
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. Read More