Kelly Milligan walks through the questions we review with our clients to see if your whole life plan is aligned with your broader financial plan and goals.
Even the smartest executives have questions around basic financial concepts. Rather than beat yourself up about it, consider asking a financial advisor for help.
Anyone hoping to be intentional with their money should consider family meetings. These meetings take various forms, and can occur with or without a financial advisor.
“Shirtsleeves to shirtsleeves in three generations”—proverbs abound warning that no matter how much money you accumulate, your kids and grandkids may lose it all.
Helping your parents safeguard their finances can help you selfguard your own finances, too, if you handle it right. That’s why we take a multigenerational approach.
