How Well Do You Manage Wealth? Take the Millionaire Decision Quiz
As a millionaire, your financial decisions carry greater complexity and consequence than those of typical investors. This quiz evaluates your understanding of the framework for making smart financial decisions, specifically tailored to the unique challenges you may face as a high-net-worth individual.
The Four Little Pigs and Their Inheritance
The following financial fairy tale demonstrates different ways that individuals can react to inheritance, but ultimately a disciplined approach to money management is the best defense against the huffing and puffing from the wolves of Wall Street.
Should I Name A Trust As My IRA Beneficiary?
Before naming a trust as the beneficiary of an IRA, consider the pros, cons, and complexities of doing so. Trusts can provide control over your assets after death, but with a cost and legal complexities.