Stress and anxiety can overwhelm almost anyone when given the opportunity. Whether you are worried about that meeting, that exam, those bills, or that discussion – how do you handle that? Do you have methods to counter these “attacks?” Does your mind hold all the power? Dr. Andrew Weil, M.D. gives an excellent description of […]
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Wealth Transfers: Mistakes Wealth Holders Make When Giving & Beneficiaries Make When Receiving – Mistake #8
Post by Myra Salzer I’ll continue my series of blogs covering the common mistakes surrounding transferring wealth with Mistake #8, Restricting Rather Than Maximizing Freedom. If you have not already done so, I invite you to read Mistake #1, Mistake #2, Mistake #3, Mistake #4, Mistake #5, Mistake #6, and Mistake #7. Mistake #8 – […]
Read MoreWealth Transfers: Mistakes Wealth Holders Make When Giving & Beneficiaries Make When Receiving – Mistake #7
Post by Myra Salzer I’ll continue my series of blogs covering the common mistakes surrounding transferring wealth with Mistake #7, Surprising Your Beneficiaries. If you have not already done so, I invite you to read Mistake #1, Mistake #2, Mistake #3, Mistake #4, Mistake #5, and Mistake #6. Mistake #7 – Surprising Your Beneficiaries Receiving […]
Read MoreWealth Transfers: Mistakes Wealth Holders Make When Giving & Beneficiaries Make When Receiving – Mistake #6
Post by Myra Salzer I’ll continue my series of blogs covering the common mistakes surrounding transferring wealth with Mistake #6, Not Giving Yourself Time to Mourn When You Inherit. If you have not already done so, I invite you to read Mistake #1, Mistake #2, Mistake #3, Mistake #4. and Mistake #5. Mistake #6 – […]
Read MoreWealth Transfers: Mistakes Wealth Holders Make When Giving & Beneficiaries Make When Receiving – Mistake #5
I’ll continue my series of blogs covering the common mistakes surrounding transferring wealth with Mistake #5, Transferring Without Heart. If you have not already done so, I invite you to read Mistake #1, Mistake #2, Mistake #3, and Mistake #4. Mistake #5 – Transferring Without Heart I’ve seen it over and over, wealth owners frantically […]
Read MoreWealth Transfers: Mistakes Wealth Holders Make When Giving & Beneficiaries Make When Receiving – Mistake #4
Post by Myra Salzer I’ll continue my series of blog posts covering the common mistakes surrounding transferring wealth with Mistake #4, Treating Everybody The Same. If you have not already done so, I invite you to read Mistake #1, Mistake #2, and Mistake #3. Mistake #4 – Treating Everybody The Same I have yet to […]
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