Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of….
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The Super Rich’s Three Big Fears—and How They Work to Overcome Them
Significant wealth can reduce many of life’s trouble—but it can’t eliminate them entirely. Even the richest among us have fears. What’s more, they often share many of the same worries the rest of us have….
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How Playing the Long Game Could Help Build Wealth and Success
Many extremely wealthy people have a much better handle than others on a key concept of success: the long game. The long game means having a concrete vision of your ideal future down the road—years…
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Four Ways the Super Rich Manage Their Wealth
The self-made Super Rich—people with a net worth of at least $500 million that they built through their own hard work—often possess a treasure trove of knowledge, insights and actionable strategies that the rest of…
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Work Smarter Not Harder!
Reclaim your time and energy to live your best life Each of us has just 168 hours per week to accomplish our tasks and goals—at work, at home and out in the world. If you…
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Estate Planning: Don’t Forget Your Pet!
If you are part of the 68 percent of U.S. households that own a pet*, you probably think of it as a true member of the family—one you love and cherish. But what would happen…
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Three Questions to Answer Before You Purchase Life Insurance
Life insurance can be an extremely important, even essential, part of your financial plan. One of its most attractive aspects for many individuals and families is the death benefit of the policy—the money that the…
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The Power of Charitable Remainder Trusts
Do well by doing good A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to…
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Elite Wealth Planning – What it is and why it matters
Elite wealth planning often plays a key role in the lives of today’s highly successful individuals and families—as well as those who are on the path toward great financial success. With that in mind, here’s…
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Sudden Wealth – What Should You Do If You Strike It Rich?
If a few million dollars—or more—fell into your lap tomorrow, what would you do? Sudden wealth isn’t a common or reliable way to get rich, but it can and does happen. Some big drivers of…
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