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The Motley Fool
September 24, 2009
Dan Caplinger |
This Will Make Your Money Last Forever If you're just as concerned with those who'll come after you as you are with your own needs, you may find that following a different path with your finances can create wealth not just for you, but for your children and grandchildren as well.   |
The Motley Fool
April 17, 2009
Dan Caplinger |
The Key to Lasting Wealth If you're passing your money to your family, don't get too conservative. |
The Motley Fool
March 12, 2007
Dan Caplinger |
The Best Stocks for Your Heirs Investors, should you increase your risk exposure for your children's and grandchildren's sake? |
The Motley Fool
April 14, 2009
Dan Caplinger |
Don't Wait Another Minute to Do This The bear market will inevitably push some investors to take less risk than they should. But you don't have to sacrifice your dreams out of fear. Start investing today and get yourself on the road to financial security. |
AskMen.com
Ross Bonander |
Fine Living: Buy Your Legacy There is no denying that the inevitability of death and taxes make for an imposing pair of constants, but what better way to defy them both -- as well as make lasting contributions toward a brighter future -- than by building your legacy through charitable giving? |
The Motley Fool
September 14, 2010
Jim Royal |
Secure Your Future With These Stocks Dividend payers can give your portfolio an extra line of defense. |
The Motley Fool
September 20, 2010
Jim Royal |
Secure Your Future With These Stocks Dividend payers can give your portfolio an extra line of defense. |
The Motley Fool
September 21, 2010
Jim Royal |
3 Fat Payouts from Market Leaders Dividend payers can give your portfolio an extra line of defense. |
Financial Planning
October 1, 2006
Cal Brown |
Legacy Planning Clients want to pass on more than money to their heirs. Once legacy planning is complete, there are many benefits for clients, their children and the planner. |
The Motley Fool
September 15, 2010
Jim Royal |
Secure Your Future With These Stocks Dividend payers can give your portfolio an extra line of defense. |
The Motley Fool
September 21, 2010
Jim Royal |
3 Hefty Yields from High Performers Dividend payers can give your portfolio an extra line of defense. |
The Motley Fool
September 22, 2010
Jim Royal |
3 Fat Payouts From Market Leaders Dividend payers can give your portfolio an extra line of defense. |
The Motley Fool
September 22, 2010
Jim Royal |
Secure Your Future With These Stocks Dividend payers can give your portfolio an extra line of defense. |
The Motley Fool
September 17, 2010
Jim Royal |
Secure Your Future With These Stocks Dividend payers can give your portfolio an extra line of defense. |
Investment Advisor
January 2007
Susan L. Hirshman |
Making a Statement While any advisor can help determine basic financial goals, the mission statement offers a creative and innovative way for affluent families to not only manage their wealth but also create a structure of stewardship for that wealth for their future generations. |
AskMen.com
Mr. Mafioso |
Mafioso: Securing Your Family Legacy One way to live forever is by securing your family legacy. Here's how. |
The Motley Fool
March 3, 2009
Dan Caplinger |
How to Save Your Family's Future Give a gift that will last a lifetime. |
Financial Planning
July 1, 2008
Elizabeth O'Brien |
Foundation for Retirement Foundations and endowments can teach advisors strategies for constructing and maintaining retirement income portfolios. Here's a look at how. |
Financial Planning
March 1, 2010
Ed Cassidy |
New Life It's become a familiar story for advisors: Their affluent clients are now facing a changed reality. The financial crisis has left them feeling they have to choose between their well-being and their children's inheritance. |
The Motley Fool
September 16, 2010
Jim Royal |
Secure Your Future With These Stocks Dividend payers can give your portfolio an extra line of defense. |
The Motley Fool
September 21, 2010
Jim Royal |
Secure Your Future With These Stocks Rather than relying on capital gains to sustain our own budgets, we need to seek additional safety in the power of ever-increasing dividend streams. |
The Motley Fool
July 14, 2011
Dan Caplinger |
Make Your Money Last for Generations Multi-generational financial planning makes a huge difference. |
On Wall Street
June 1, 2012
Denise Federer |
The Legacy Advisor The ultimate goal of a being a legacy advisor is to guide your clients to identify the emotional concerns that transcend the financial facts and could potentially impede family relationships. |
HBS Working Knowledge
March 30, 2015
Davis & Pellegrin |
Managing the Family Business: Preparing to Sell Most families are loath to sell the legacy business, but there are good reasons to do so, says John A. Davis. |
Foundation News & Commentary
Jul/Aug 2005
Murray & Fan |
Protecting National Resources There is a danger that foundations -- a national resource -- may decline and even disappear. |
