EXPERTISE IN A BROAD RANGE OF TOPICS
With an experienced and diversified membership, Family Wealth Advisors Council has a broad range of topics where we can provide expertise and insight. Our members are sought after speakers and writers on many wealth management issues.
There are nearly 10 million people between the age of 41 and 60 who find themselves caring for both aging family members and children. How can you find a balance and not go broke in the process?
HOUSING OPTIONS AS WE AGE
Remaining at home is often the preferred choice for today’s seniors, but great consideration must be paid to their physical and emotional wellbeing, and safety. Continuing Care Communities and aging “in place” are two popular options, but the choices must be weighed carefully.
The earlier the better is the key take-away when it comes to successful, ongoing planning for aging seniors. Gain perspective on what to say – and how to say it.
Aging is a tough topic for seniors, as well as those who love them and manage their care. Many resources are available to help navigate this overwhelming process and provide useful, reliable information.
SUPER TREND CONVERGENCE
How 3 major super trends (globalization, technology accelerators and the global age wave) are causing rapid and dramatic change in all areas of our economy and personal finances.
ENSURING FINANCIAL SUCCESS DOES NOT RUIN YOUR FAMILY
90% of successful families lose their financial wealth in three generations or less. Tips and techniques to ensure you are one of the successful few.
BEING TAX SAVVY
For better or worse we live in a country with a complex and constantly changing tax code. Learn from the experts what you can do to pay what you owe, when you owe it – but not a penny more.
- Three Ways To Make The Most Of Tax Time (1.8Mb PDF)
WOMEN OF WEALTH
In addition to the ground breaking study completed by FWAC below are more interesting articles to consider on this complex topic.
- CBC Women and Wealth (In Touch Dec 09) (94kb PDF)
- Competitive Experiences Lead to Business Success for Women – Racing Toward Diversity Fall 2009 (573kb PDF)
- Five Step Financial Makeover FSM Spring 2009 (713kb PDF)
- Proactive Financial Planning for Women – Racing Towards Diversity Summer 09 (647kb PDF)
10 COMMANDMENTS OF SOUND FINANCIAL PLANNING
Based on over 100 case studies, what financial areas should be focused on year-in and year-out to move towards a preferred financial future.
7 KEYS TO A SOUND RETIREMENT
Sound financial planning and investment ideas, includes the latest research on what makes retirees happy, ways to stay engaged in retirement and dealing with the loss of key faculties up to 10 years before dementia is diagnosed.
- Worried About Your Retirement (82kB PDF)
ECONOMIC SCENARIOS FOR THE COMING YEAR
“Best of” scenario analysis of many of the top economic and finance experts, coupled with award winning research from several member firms.
7 IDEAS FOR A SOUND ESTATE PLAN
Based on 7 key mistakes (tax and non-tax) that have been made and how to avoid them. Planning tips “beyond the traditional will”. How to create a worry-free multi-generational distribution plan.
INVESTMENT STRATEGIES FOR TURBULENT TIMES
How to successfully invest in the post-Great recession era with major wildcard and geo-political risks looming everywhere.
- Perfect Portfolios: Smart Money Article (106kb PDF)
5 WAYS FOR CLOSELY HELD BUSINESSES TO DEAL WITH CHANGE
How can closely held businesses deal with the aftermath of the Great Recession while also facing the “industrial revolution on steroids” that lies ahead? Based on interviews with over 100 closely held businesses around the U.S.
EXIT PLANNING FOR THE CLOSELY HELD BUSINESS OWNER
In-depth discussion of 5 key ways for business owners to sell or transition their business. Includes excerpts from the book, CEO Road Rules, written by a FWAC member professional.
With an experienced and diversified membership, Family Wealth Advisors Council has a broad range of topics where we can provide expertise and insight.
FWAC member firms share the belief that the only way to serve clients well is by going beyond investments to look at all the other aspects that are important to your financial life.