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Inheritance Questions Parents Are Afraid to Answer

Watch this video on YouTube Last week’s column explored three fears that stop adult children from talking with parents about their estate plans, even though such conversations could greatly benefit both generations. These are: “It’s none of my...

Inheritance Questions Kids Are Afraid to Ask

Watch this video on YouTube Talking about money is taboo in the US. If you don’t believe me, next time you’re at a social gathering ask everyone you’re introduced to these two questions: “What was your taxable income last year?” and “What...

Steps to Building Wealth

In a recent article on Bankrate.com, Bruce W. Fraser compares building wealth to building a structure with Legos. He says both involve “a series of small decisions that move us along, one building block at a time.” Rick is one of the advisors cited in the...

Inheritance No Retirement Plan

Watch this video on YouTube Stroll through a retirement camping resort or pass an RV on the highway, and you might see this bumper sticker: “We’re spending our children’s inheritance.” Apparently, this isn’t a joke. A December 13, 2013,...