By Myra Salzer More and more financial planning firms are combining financial planning with coaching – a trend we’re watching with interest. Just as fee-only planning was cutting edge in the ’90s, wealth coaching is today’s innovation. We at The Wealth Conservancy are committed to advancing both. In fact, recently I became aware of a […]
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Frauds, Scams, and Identity Theft: Resolve to Protect Yourself
Fraudsters continue to evolve and change tactics, becoming increasingly more sophisticated in their attempts to get your personal information and exploit it for financial gain. Resolve to protect yourself by keeping up with the latest scams, and take steps to protect yourself. Regardless of the type of scam, there are a few elements in common. […]
Read More“Market Musing” For January 10th, 2025
Click here to listen to the “Market Musing” for January 10th, 2025. The views expressed in this podcast are those of TWC’s investment strategist, Steve Henningsen, and should not be construed as investment advice or as a recommendation for a particular strategy or investment. Individuals should consult with their advisor regarding specific advice and the applicability of […]
Read MorePersonal Loans: Should You Loan Money to Family and Friends?
Having significant inherited wealth brings with it both freedoms and burdens, profoundly impacting various aspects of life. Freedoms can be in the form of financial security, opportunities, choice of lifestyle, and philanthropy. But often, people don’t recognize that significant wealth can also bring with it burdens in the form of intense pressure, identity challenges, guilt, […]
Read MoreBook Review: “The Storm Before The Calm” by George Friedman
Review by: Myra Salzer It’s not often that I read a book cover to cover, every paragraph, every word. In fact, if you include the notes section, I think I would have to admit that I’ve never read a book cover to cover. The Storm Before the Calm, by George Friedman, is one of the […]
Read MoreGreater Happiness Through Giving
Generosity. Or largesse if you prefer its antiquated Middle English synonym. A variety of definitions exists for the term, from a willingness to give help or support, to a quality akin to unselfishness. It’s referred to as a virtue, a character trait, and a quality. But what does it really mean to be generous? Research […]
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