Posts from August 13, 2015

retirement-planning-orange-county

Teaching Your Heirs to Value Your Wealth

Values can help determine goals & a clear purpose. Provided by Marc Aarons @ Money Managers Inc.                                                                                                                               Some millionaires are reluctant to talk to their kids about family wealth. Perhaps they are afraid what their heirs may do with it.   In a 2015 CNBC Millionaire Survey, 44% of families having at least $1 million […]