When making decisions about your money, it can be smart to know the steps that extremely affluent individuals and families take to grow and protect their significant wealth. Take stress testing, for example. Stress testing is a process that carefully examines your current wealth planning strategies to assess the likelihood that they’ll deliver the results…

What a world we live in! It seems like challenges and frustrations are coming at us from every direction. I learned a long time ago that whenever I am frustrated, I’m about to learn a lesson. The more frustrated, the larger the lesson. I will always be grateful for my “experience wealth”. Earlier this week…

The Coronavirus Aid Relief and Economic Security Act To: Steve Goldbloom From: Eric Weiss, Attorney & CPA Re The CARES Act The Coronavirus Aid Relief and Economic Security Act (known as the “CARES Act” or “Act”) is the federal government’s response to battle COVID-19 and its economic effects. The Act pumped immediate cash into the…

They say we get wiser as we get older. I agree with that as our “experience wealth” grows with everything we learn. But let’s face it: Many new uncertainties and challenges can crop up as people get deeper into their golden years. Changes in physical health and issues with memory can mean you—or your elderly…