Ever since economists and the media began focusing on what they heralded as potentially the single largest generational transfer of wealth in history—bequests to baby boomers from their parents—my clients caught patrimony fever. Even if you could inherit a small fortune (and I don’t think you will), I don’t think it’s something you should plan on or dream of. And it’s certainly not a process you should try to replicate with your own children. (more…)

How many of you decided one day that you were going to make a lot of money on that next big idea? Your perception of money may have been (or still is) “money can make all of my troubles go away.” Then you spend countless hours attempting to make it big - or do you? Maybe instead you found several ways to sabotage yourself and your success. (more…)

I been in a waiting room and like always I picked a magazine from the coffee table to read. Often you can tell a lot about people just by what kind of magazines/books they read. Being interested in finance and related topics I picked an older magazine called Investment Executive’s Money Planner 2006.

I’m reading few articles and I arrived to this article called “Planned Exit” written by Yan Barcelo, (more…)