Resources

Dec 5, 2017

Budgeting for Priorities

I am not cheap, I’m frugal; yes, there’s a difference. Often when people think of saving money or having to pinch pennies, they think of...

Nov 25, 2017

Immigrants and Natives to Wealth: Understanding Clients Based on Their Wealth Origins

Dr. Grubman is a clinical psychologist who works with some of North America's most affluent families, helping them to negotiate the many...

Nov 25, 2017

How Much is Enough?

This is a tool that I have developed to assist my clients as they are preparing their wills. The standard will states that in the event...

Nov 6, 2017

How to Prepare Children for Wealth

Many people that I work with feel that if they have a current will completed, their estate plan is organized. While having a current will...

Oct 1, 2017

Taking the Time to Teach: Raising Healthy Children Amid Affluence

A year ago I wrote about the challenges of raising “financially fit kids” and suggested a book written by Lee Hausner as a great...