How Wealth Planners and Advisors address the needs of clients who have assets over $1MM.
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When conflict arises between family and business goals, the natural inclination to minimize it can lead to a pattern of dysfunctional communication and greater discord.
Between the typical set-it-and-forget-it mentality and a simple beneficiary approach many people take, a neglected life insurance policy often fails to achieve the goals that initially led to the purchase of the policy.
The man with the plan.
Professional athletes have reputations for being cavalier about how they spend their money, especially with stories about how many are ripped off by financial advisors and are left broke shortly after their playing care...