by Leif Jensen | Sep 20, 2022 | Estate Planning, Investing, Money Management |
As a financial professional I am amazed by how many people refuse to have an adult conversation about their financial position or estate planning. My wife has told me repeatedly that she is uncomfortable with the topic and her family never talked about such things. ...
by Leif Jensen | Sep 19, 2022 | Estate Planning, Investing |
You are retired or about to retire and you have all of these different accounts. Some are qualified and some are unqualified, and your eyes roll to the back of your head when you think about untangling all of these accounts. One thing you may not have initially...
by Leif Jensen | Sep 14, 2022 | Estate Planning, Investing |
Do you have a significant net worth? Are you planning on leaving a significant net worth? Do you have plans in place to maintain that net worth for future generations? If at the moment you don’t have a significant net worth and want to leave one behind, I suggest...
by Leif Jensen | Aug 24, 2022 | Estate Planning, Investing |
Are you a manufacturer? Are you absolutely certain? In my mind I don’t care if you make widgets, silk screen t-shirts, or prepare sandwiches; if you do any of these things or something similar, you are a manufacturer and you need to run your business off of an...
by Leif Jensen | Aug 22, 2022 | Estate Planning, Investing |
As I was digging into the generational wealth issue, I came across a research paper: Inheritances and the Distribution of Wealth Or Whatever Happened to the Great Inheritance Boom? Details in the paper estimated that of the total wealth of the population, only 35...
by Leif Jensen | Aug 17, 2022 | Estate Planning, Investing |
“Three generations from shirtsleeves to shirtsleeves,” Andrew Carnegie commented on the tendency of families to squander their wealth in a relatively short span of time. There’s a message in that for business owners. Do you own a business? Do you...
