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Book Review by Myra Salzer Adrift is my kind of book, and it will probably resonate with inheritors, wealth coaches, philanthropists, and family office personnel as well. Why? Because this book includes graphs that slice and dice American culture, politics, economics, healthcare, etc., etc. Each graph is a chapter in and of itself, clearly and […]

By: Myra Salzer Heirs of windfall wealth have a lot on their plates – from endless meetings with lawyers and attorneys to dealing with familial turmoil and estate settlement. The burden of inheritance can weigh heavily on those who don’t yet have a wealth coach on their team. At The Wealth Conservancy, our goal is […]

Book Review by Myra Salzer This book was recommended to me by a friend and colleague who is older, wiser, and more at peace with his life than I am. The book was intended for people who want to feel better about themselves and their lives after their years of maximum earning and physical vitality are […]

In August 2022, the year-over-year inflation rate came in at 8.3% – a small move away from the reported 9.1% rate in June, the highest it’s been in more than four decades. Given the current inflationary market cycle, you may be wondering if there are any places left for middle-income investors (or maybe a secure […]

As an inheritor, you may not have complete control and freedom to determine the investment strategy for all of your money, but you do have a say in the type of advisor who manages your money and educates you on your specific financial picture – no matter what your current advisors, trustees, or executors may […]

Last Wednesday, TWC set out on our annual volunteer day. In the past we’ve typically spent our volunteer day mornings picking crops and preparing plant beds for Earth’s Table. This year, the team got down and dirty with horned and hooved friends at Luvin Arms Animal Sanctuary. Luvin Arms is a 501(c)3 nonprofit located in […]