Blogs about: Family Wealth
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How LTC Insurance Can Help Protect Your Assets
Create a pool of healthcare dollars that will grow in any market. How will you pay for long term care? The sad fact is that most people don’t know the answer to that question. But a solution is avai… more →
How LTC Insurance Can Help Protect Your Assets
wrote 1 week ago: Create a pool of healthcare dollars that will grow in any market. How will you pay for long term c … more →
Setting Up Your Estate to Minimize Probate
wrote 3 weeks ago: What can you do to lessen its impact for your heirs? Probate subtly reduces the value of many est … more →
Mistakes Families Make with 529 Plans
wrote 1 month ago: 5 common errors to avoid + 2 big factors to consider. Most families that start 529 college savings … more →
Why Family Wealth Is A Blessing - Follow up to: "Why Family Wealth Is A Curse," Thayer Willis
wrote 2 months ago: FULL STORY AT: http://www.forbes.com/sites/deborahljacobs/2013/03/04/why-family-wealth-is-a-blessing … more →
MOVING INTO A NURSING HOME FACILITY
wrote 2 months ago: What you and your loved ones need to know. At some point, someone you love may make the transition … more →
Ten Of Pentacles: Those spiffing chaps from Downton Abbey
wrote 2 months ago: The television show Downton Abbey encapsulates the ultimate Ten Of Pentacles experience. As Juliet S … more →
Ways to Save for College
wrote 2 months ago: Comparing & contrasting the potential of some popular vehicles. How expensive will college be … more →
Building an Emergency Fund
wrote 3 months ago: Creating a financial cushion for stressful times. How would you respond to sudden financial demands … more →
2013 Tax Changes
wrote 3 months ago: With all he changes in tax law for 2013 our third party money manager Gemmer Asset Management has pr … more →
Women, Money and The Long-Term
wrote 3 months ago: Are you too focused on the short-term? How many short-term financial decisions do you make each week … more →
Six tips on helping kids deal with large inheritances
wrote 3 months ago: A kayak instructor was instilling the confidence in a group of tenderfoot guests to roll their glist … more →
Heath Care Reform: How will you be impacted by the pay or play rules?
wrote 3 months ago: One of the most important issues employers will be facing under the Affordable Care Act (ACA) is the … more →
IRA Deadlines are Quickly Approaching
wrote 4 months ago: Important dates for your IRA are coming in April. Many of us associate April with taxes. We should … more →
College Funding Options
wrote 4 months ago: Several ways to save for tuition and/or expenses. How can you cover your child’s future college … more →
Our Most Popular Blog Posts of 2012
wrote 4 months ago: It has been a busy year of blogging here at WMA with over 50 blog postings and close to 4,000 hits! … more →
Charitable Giving for Year End
wrote 4 months ago: ‘Tis the season for giving, and that also includes donations made to charitable organizations. A bi … more →
The Special Needs Trust
wrote 5 months ago: A thoughtful financial move for a loved one with a disability. If you have a child with special ne … more →
In Other Countries, Kids in Wealthier Schools Do Better Than Kids in Poorer Schools. Huge Surprise, Right?
wrote 5 months ago: Released today, the latest international studies of students in math, science, and reading (TIMMS an … more →
2013 Mileage Reimbursement Rate Change
wrote 5 months ago: With all the talk of tax increases, the fiscal cliff and so on the IRS release a bit of good news la … more →
