Financial issues, be they from disagreements over money, financial stress, differing priorities, or other financial problems, have been recognized as a common factor contributing to divorce. In our statistically invalid observations among clients of The Wealth Conservancy, it does seem as though clients who have co-mingled funds have fewer conflicts when they have financial agreements […]
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Management Made Easy: A Tool for Shared Assets
The Wall Street Journal had an article in its July 26, 2023, edition titled, ‘Splitting a Home with Family or Friends? Get a Lawyer.” It doesn’t take much of an imagination to guess what the article was about. Of course, if you buy a vacation home with friends or inherit one with your siblings, you’re […]
Read MoreBadass Sally
Post by Myra Salzer I recently bought a second electric car (we’ve owned a Tesla Model Y named “Hendrix” for a few years). My reason for buying a car was because my old Audi of 20 years made me nervous. In the last six months, it had to be towed twice and parts were getting […]
Read MoreIs There Too Much Money in the Tip Jar?
Businesses in every industry are constantly seeking innovative ways to streamline their operations and enhance the customer experience. Since the pandemic, one area in particular that has undergone significant transformation is point-of-sale (POS) software (previously known as the cash register and tip jar). Technology has revolutionized traditional cash registers, enabling retailers to leverage sophisticated systems […]
Read MoreBook Review: “The Psychology of Money: Timeless lessons on Wealth, Greed, and Happiness” by Morgan House
Review By Myra Salzer This book was recommended to me by a valued client. As you know, most of TWC’s clients are inheritors of substantial wealth. Funny enough, this client is not an inheritor, but a wealth creator. This client spent many years working and growing businesses, taking 100% responsibility for the results (the good, […]
Read MoreGet to Know: AARP Digital Skills Classes and Online Community
Previously, we published a Blog post on the secret benefits of an AARP membership (to be noted, this membership isn’t just for those aged 50+!). Today, we’re going to review a few unique virtual offerings an AARP membership provides for those who may not be quite so “tech savvy.” AARP offers a range of digital […]
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