6 Tips for Talking to Adult Children About Your Family’s Wealth

All parents, particularly those of affluent families, tend to avoid conversations with their adult kids because they fear confrontation, a loss of privacy or worry about their offspring becoming entitled and losing their motivation, says Forsythe....

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Canadian Snowbirds and U.S. Income Tax

If you plan to spend your winters in the U.S., you should be concerned with more than just ensuring your passport is up-to-date and that your bags are packed. Snowbirds – Canadian residents who spend part of each year in the United States......

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Why Trusts Are an Essential Tool for Wealthy Families

One way for high net-worth (HNW) and ultra-high-net-worth (UHNW) families to carve out an equal helping of the estate planning pie – and to reduce tension among family members – is with trusts....

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Keeping Score of Your Finances: 5 Tips for Young Athletes

Let’s be honest: you didn’t make it this far on luck alone. You’ve worked hard - very hard - often forfeiting time with family and friends for pre-dawn wake-up calls, late night practice sessions and seemingly endless training....

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14 ways Financial Advisors are like Personal Trainers

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The Hidden Costs of Going it Alone

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What you Need to Know About the Latest Mortgage Rule Changes

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Getting Rich after 50

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When a couple is contemplating or going through a divorce, there are many key items that both spouses must consider.

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