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, […]
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Get 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 […]
Read MoreWhen Introducing Yourself, Take the Focus Off Work.
As an inheritor, you may not have a profession or earned income by which to define yourself, but you do have the financial resources you’ve inherited. However, as discussed in our Blog series on the troubles that accompany inherited wealth, your inheritance, and the lifestyle it affords can lead to envy, resentment, and negative perceptions […]
Read MoreAmerica’s Catalytic Converter Crisis
Catalytic converter thefts were up 540% in 2022 from rates reported in 2020, according to an analysis by Been Verified. The National Insurance Crime Bureau (NICB) tracked a dramatic increase between 2018 and 2021. While there are some states in which theft rates have plateaued or even decreased, thefts continue to pose a costly and […]
Read MorePut The Focus on You, Not Your Background Noise
Speaking with attorneys, CPAs, or other professional partners from home has become the new normal for many people, and with it comes the challenge of dealing with background noise during calls. Whether it’s barking dogs, crying babies, or loud hammering right outside your window, background noise can be distracting and make it difficult to communicate […]
Read MoreBanks vs. Credit Unions, FDIC vs. NCUSIF: The Ins and Outs of Banking and Account Coverage Limits
When it comes to managing your finances, choosing the right type of financial institution to safekeep your money is crucial. Two options you might already be familiar with are banks and credit unions. While these institutions offer similar financial services, there are notable differences between them. Banks are for-profit institutions owned by shareholders. They offer […]
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