Major life transitions can create a ripple of financial complexity. At Empyrion™, we specialize in helping clients conquer these challenges, while deploying strategies that successfully protect and grow their wealth.
Older people who have spent a lifetime building a significant estate, who are concerned about directing how their assets will be distributed upon their passing, and who are keenly conscious of their responsibilities to their children, grandchildren, and the causes or organizations they care about should seek assistance from a financial planner about their family wealth transfer plan.
Here are four of the most important steps.
While the outcomes of elections are uncertain, one thing we can count on is plenty of opinions in financial circles about the potential for perceived impact on markets. But should long-term investors focus on election results? Investors making short-term changes to a long-term plan to try to profit or avoid losses from changes in the political winds should proceed with caution. Data for the stock market going back to 1926 tells a compelling story about staying in it for the long haul.
Most Americans would admit to suffering at least occasional financial stress; it seems to be a fixture in our culture. But women shoulder more stress than men when it comes to money, according to recent studies. So what should women do to move from the “consistently financially stressed” category to a greater sense of confidence? Here are a few actionable ideas for women who want to feel less pressured and more assured.