Generations

Is there a secret sauce of family togetherness? Maybe so, but it’s probably not what you’d expect. It’s not time on the…

In our Western world, we tend to think about the here and now—the immediate. It’s so much about job, career, taking the…

Nick reached the point in his life where things seemed comfortable—the bills were paid, the business was booming, and the highway up…

The next generation is often uninvolved in the family wealth discussion. Impact investing has the potential to bring generations together in a…

More than 60% of parents don’t talk with their kids about money, a Merrill Lynch study found. Learn the obstacles to talking…

It used to be that as a financial advisor you were doing great if you worked with your client, planned a good…

The U.S. wealth transfer number has gone up. As recently as early fall of 2018, the going number for the Great Wealth…

In family businesses, the startup season is often marked by struggle and interdependence. Families have to pull together, tighten their belts, sweat…

I started the day with breakfast with my nephew-in-law. The bacon was crisp, but it was better to have some good conversation…

I write often about family, legacy, and generosity. I was having a conversation with a colleague who questioned me about those ideas–how…

Many of us never knew our great-grandparents. But that’s changing. As Americans are living longer and are healthier than in previous generations,…

What does the Bible have to say about the idea of legacy? Most Bible versions don’t include the word “legacy” even once….