We’re not wealthy. What can a financial planner do for us?
During the discovery meeting, you will have a conversation with a planner so they can find out more about you, ...
Wednesday, August 5, 2026
Tag: Wealthy
When wealthy clients don’t trust heirs with the money
Even though parts of the great wealth transfer are already happening, there is sometimes uncertainty about whether heirs are ready.Processing ...
Warren Buffett said he planned to be a philanthropist before he was wealthy
Berkshire Hathaway founder Warren Buffett was a philanthropist before he was a billionaire. Even before the famed investor was worth ...
What Social Security uncertainty means for wealthy clients
For wealthy clients, Social Security isn't likely a necessary part of their retirement income. But they didn't get where they ...
Wealthy consumers invest in jewelry amid rising uncertainty, market volatility
When the gavel came down in December, Christie's had set a record that created a buzz in the auction world.A ...
9 things lower-middle-class families do before road trips that wealthy families never think about
Add Silicon Canals to your Google News feed. Remember that summer road trip when you’re thirteen, crammed in the back ...
Psychology says lower middle class retirees face these 8 challenges that wealthy retirees quietly avoid
Add Silicon Canals to your Google News feed. When you picture retirement, what comes to mind? Golf courses and leisurely ...
7 things working-class people do with money that wealthy people secretly wish they’d learned
Growing up, I watched my dad stretch every pound from his factory wages while reading about billionaires who couldn’t seem ...
9 things children of lower middle class families understood by age 8 that wealthy kids don’t figure out until someone tells them in their 30s
Growing up, I watched my university friends discover “shocking” truths about money in their late twenties that made me realize ...
Psychology says people destined to become first-generation wealthy display these 8 uncommon traits
Growing up, I watched my father work harder than anyone I knew. He’d arrive early, stay late, and never miss ...
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