What is a Fiduciary? How Fiduciaries Serve and Protect Clients

What is a Fiduciary? How Fiduciaries Serve and Protect Clients Navigating the complex world of finance, law, and business can be daunting. One term you might frequently encounter is “fiduciary.” But what exactly does it mean, and how can fiduciaries be beneficial to clients, especially in California?   WHAT IS A FIDUCIARY?   A fiduciary […]

Part 3 — Family Meetings: Money Lessons — Teaching Financial Literacy With Age-Appropriate Practices

Part 3 — Family Meetings: Money Lessons – Teaching Financial Literacy With Age-Appropriate Practices Teaching children to be good stewards of wealth takes education, engagement, and experience. Communicating and developing a sense of the true meaning of wealth and teaching money lessons that develop financial literacy is a must, and it’s never too early for […]

Part 2: Family Meetings: How, What and When Do We Tell The Kids? Financial Information In An Information Age

Part 2: Family Meetings: How, What and When Do We Tell The Kids? Financial Information In An Information Age The traditional way of talking about wealth within a family is typically…silence. There is often fear about broaching the whole topic of family finances because of worries that sharing too much information will diminish one’s power, […]

Part 1 — Family Meetings: Understanding and Communicating Family Goals

Part 1 — Family Meetings: Understanding and Communicating Family Goals We all want to raise children who will be careful with money, but how? One of the best ways is to create a family culture of open communication about the family’s values, and the real meaning of wealth.   Part of any family meeting should […]