How to build generational wealth
A recent study showed 70% of wealth is lost in the first generational transfer, and a full 90% by the third. We look at ways to avoid the trap and build a legacy.
Multi-generational planning: Protect your parents, your children, and yourself
Comprehensive financial planning often involves multiple generations; there's an art to teeing up the conversations to get everyone on the same page.
How to merge your finances when you remarry: Mike Barry shares tips with Barron’s
Quorum Managing Partner Mike Barry shared tips for how to successful blend family finances, from the day-to-day to estate planning, with Barron’s.
Protect your finances in a divorce
Divorce is emotional. Which is why it’s good to have a team in place looking out for your best interests - in addition to having a good team, this checklist can help.
