When we spend money, we are doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being—for ourselves and the people we care about. But are we really spending our money in ways that achieve those results? The answer, unfortunately, is probably not.
The good news: We can shift our spending so our purchases deepen our happiness and help us create more meaningful lives. They key is to focus more on experiences and less on physical stuff. In this Whistle Stop Report, Buy Experiences, Not Stuff. Here’s Why., you will discover why experiences not only make us happier than physical items but also generate a deeper and longer-lasting sense of joy. Armed with that information, you can aim to ensure your spending really helps you live your best life!
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Inheriting money comes with plenty of benefits. But an inheritance—even a big one—doesn’t automatically mean a worry-free life of ease. A windfall can actually create unique challenges and conflicts that become the root of significant problems for your heirs—and for you, too.
The good news: You can take steps now to address potential issues related to the transfer of your wealth down the road. In this Whistle Stop Report, Preparing Heirs for Their Inheritance, you’ll discover some ways that the Super Rich—those people with a net worth of $500 million or more—smooth the inheritance path for their loved ones, and how you can take a page from their playbook to inform your own action plan.
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Stress testing is a process that carefully examines your current wealth planning strategies. The main goal is to assess the likelihood that your strategies will deliver the results you expect them to in various environments and situations. Stress testing can also be effective at identifying potentially big problems—or possibly huge mistakes—so you can make changes proactively.
We believe stress testing should be part of many people’s due process when vetting financial plans, products and services.
In this month’s Whistle Stop Report, The Importance of Stress Testing Your Wealth Strategies, you’ll discover the four main steps involved in stress testing along with a variety of ways that stress testing may be able to add value to your financial life and the lives of people you care about most.
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Too many of us put our work first and our lives second—and end up with little to no time for ourselves, our health, our families and all the other aspects of life that really matter to us. But it doesn’t have to be that way.
In this month’s Whistle Stop Report, Reclaim Your Time: Finding the Right Work-Life Balance, you’ll discover actionable steps you can take to prioritize the people you care about most—and build impenetrable walls around yourself that empower you to live a fuller, more meaningful life. You’ll also see how putting yourself first can actually lead to more success and wealth.
If you’re constantly over-committed to work or other types of professional responsibilities—or if someone you care about is—we urge you to read this valuable report.
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They say we get wiser as we get older, 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 parents—might require new types of never-before-needed assistance.
That’s why in this Whistle Stop Report, How to Help Parents—and Yourself—Live Better at 80, 90 and Beyond, you’ll discover smart strategies for “aging in place” so you or loved ones don’t have to leave home, as well as ways to reduce the risk that health problems lead to poor or even dangerous decisions about money.
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Are you a fast-acting “do-er?” Taking quick, decisive steps when confronted with a challenge—or a potential opportunity—is often praised by our families, our bosses and even our entire culture. But is it the best way to achieve great outcomes?
Maybe not. It turns out that the most financially successful individuals and families tend to take a very different approach when faced with adversity and opportunity, in both their professional and personal lives. In this month’s Whistle Stop Report, Don’t Leap Before You Look! The Benefits of Thoughtful Action, you’ll discover how many people with serious wealth size up situations strategically—so they can make smart moves that help them overcome obstacles and grab the brass ring, time and time again.
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Supporting favorite causes and nonprofit organizations is a top priority for many of us as we seek to not just do well but also do good. Indeed, we find that charitable giving is consistently one of the key financial concerns shared by many affluent individuals and families.
But are your charitable contributions doing all they can—for your chosen charity as well as for your own bottom line? Too often, we see philanthropic efforts that don’t generate nearly as big an impact as they could. Or if you’re considering getting involved in philanthropy, do you know how to give in ways that can potentially yield big results?
The good news: There’s a way—several ways, actually—to pursue highly effective charitable giving. In this Whistle Stop Report, Charitable Giving, the Tax-Wise Way, you’ll discover how to give to charity in tax-efficient ways and how to make tax-wise charitable planning an integral part of your overall wealth management plan. Done well, tax-wise charitable giving can potentially mean more money for charity as well as more wealth for you and your family.
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A well-crafted estate plan can potentially allow you to pass on your assets as you see fit, and minimize the state and federal tax bite that often accompanies the transfer of significant wealth.
If it’s up to date, that is. Far too many estate plans today are several years old—and therefore may not reflect important changes in tax laws and other developments. The result: These plans could be outdated, and no longer positioned to deliver the expected outcomes. That could spell trouble, and taxes, down the road.
In this Whistle Stop Report, Here’s Why You May Need to Update Your Estate Plan, you’ll discover the risks of having an estate plan that’s been sitting on the shelf too long. Is your estate plan still set up to get you the results you want and need for you and your family?
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In this Whistle Stop Report Three ‘Spy Secrets’ That Can Protect You, Your Family and Your Business a former CIA operative reveals some of his best spy strategies that regular people like us can use every day to safeguard two things that are most precious to us: our lives and the lives of our loved ones.
We think you’ll be surprised by some of the tactics he recommends, while others might make you say “Of course—why didn’t I think of that!?” In any case, use these tips to help ensure your holiday season is a safe and sound one.
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