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Tax season is prime time for identity thieves to steal your personal information or claim a refund check on your behalf. Here are a few steps you can take to protect yourself from becoming a victim of identity theft before you submit your taxes. Secure Your Data Whether you’re filing through a tax professional this […]

When it comes to helping your loved ones plan their estates, or if you are in the process of planning your own estate, consider family history preservation another “asset” to be carefully tended to and distributed down the road. An experienced advisor will help you begin to unlock your family’s history by diagramming your family […]

Book review by Myra Salzer Rotating back and forth between fiction and nonfiction seems to be a fun balance for me, as does reading materials that bring a new perspective to my commonly held beliefs. This book, Gilded Mountain, by Kate Manning, is a historic novel set in Colorado in the early 1900s. I was […]

Book Review by Myra Salzer Lately, I’ve been challenging myself to explore multiple perspectives on commonly held beliefs. As such, I was attracted to the book: The Myth of American Inequality – how government biases policy debate by Phil Gramm, Robert Ekelund, and John Early. I’ve been hearing for years and years how the middle […]

To conclude our brief Inheritors’ Blog Series, today we will reflect on Imposter Syndrome (and staying true to oneself)! A few years ago, my ever-formal aunt insisted I come to her black-tie 90th birthday party. How could I say no? So, I rented a dress (thank you to Rent the Runway), flew to Washington D.C., […]

To begin wrapping up our blog series, today we will acknowledge the difficulties inheritors face with gaining respect. Wealth creators have a strong work ethic. They have repeatedly heard how it takes 10,000 hours to master a marketable skill. They respect that, and they have shown up from dawn to dusk in order to achieve […]