|
According to one study, 70% of rich families lose their wealth by the second generation. Worse, by the end of the third generation, nine out of ten of these families are no longer wealthy.  Let me tell you about unique challenges about money that women often face. There are many, but let’s focus on four.
 To our friends who are tax and estate planning professionals, we hope your year is off to a great start. We wanted to say happy new year,... but it's already February already. Yikes  |
|
Advisory services offered through CS Planning Corp, an SEC registered investment advisor.
Insurance products offered through Elliott Bay Insurance LLC. Form CRS, Privacy Policy, and Additional Disclosures. |