The Financial Planning Blog
Your go-to financial planning and wealth management resource, whether you're just getting started or well on your way to a financially secure future.
"Only a few of the families I have worked with over the past decade have taken time to fully capture their family story and harness its legacy-building power." How happy is your family? Do you communicate about what matters most? Do you truly know each other? Mere facts are meaningless until infused with significance. Your family's passions, longing, failures, regrets, and wins are the fabric of life—and the stories that recall "life" are crucial to building a lasting legacy.