Monthly Archives July 2018

Parental Guidance Should Include their Kids’ Retirement

“Many people early in their work life figure retirement isn’t worth thinking about because it’s so far down the road, and they’ve got other obligations. But getting a late start is a big mistake. First of all, they’re missing out on valuable years of compounding returns,” says Mark Henry, Charlotte NC. Mark Henry is on a mission to help everyone with retirement. As he works with hundreds of people in North Carolina creating retirement plans (people who may be five, 10, 15 or more years out from retiring at age 65 or so), he’s discovered that some people are playing
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Categories: Financial Planning and Retirement.

How the Rich Think About Their Wealth

The 2018 U.S. Trust Insights on Wealth and Worth® survey found that while increased wealth provides greater freedom, only half of high-net-worth individuals have a plan in place to optimize the opportunities their wealth provides. However, creating and continuously evolving a customized plan is the key to putting wealth into action.   Findings from a recent survey of high- and ultra-high-net-worth adults across the United States revealed that while increased wealth brought greater freedom to people, most felt they had still not optimized their opportunities for taking risks, pursuing passions, giving back and making a bigger impact on the world.
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Categories: Wealth Management.