You’re a widow. Now what?

You’re a widow. Now what?

As a widow, what will happen to my life savings? How will I keep up with the mortgage? What happens to those plans I had for travel or retirement?Surviving your spouse’s death is hard. Determining what’s next can be even harder. The death of a spouse...
The Future of Family Wealth

The Future of Family Wealth

I am often being asked where family savers are going to put their wealth in the future. And the answer isn’t so simple. What is family wealth? Let’s begin with the definition of Family Wealth. Family Wealth comprises human capital, intellectual capital and financial...
Happy Father’s Day from Prosperity

Happy Father’s Day from Prosperity

As a father of 3 children and stepfather of 2 children, I am always touched by the incredible bonds a father can have with his children. They are completely different than a mother or grandparent has, yet just as rewarding and worthwhile.We began honoring fathers...
Leaving a Legacy, Now More Than Ever

Leaving a Legacy, Now More Than Ever

It is so difficult — but so rewarding — to know that you are leaving your family and your favorite charities in a much-improved financial situation, sometimes when you are alive, but often in death.  Whether it be more financial stability for your spouse or...