In the ancient Chinese art of feng shui, the positioning of your sofa is very important if you want to welcome wealth and prosperity into your home. There are many different places you can ...

Before you can go anywhere you have to know where you stand ... Kickstart Guide to help determine what assets and debts might factor into your calculation. As a firm providing wealth management ...

Step 1: Know how your cash is flowing The first step in building wealth is understanding your cash flow. Cash flow isn't about monthly budgeting; it's a 12-month road map that outlines where your ...

With consolidation on the rise in today's wealth management industry, a key first question to ask is: Do you know who is actually managing your money? Use this comprehensive three-part checklist ...

This view of wealth invites a comprehensive ... of yourself and others — both at work and in your community. Further, sharing what you know with others through mentoring, volunteering and ...

Edmund Nasief Jr., of UBS Financial Services Inc., is one of our 20 People to Know in Wealth Management for 2025 ... What’s the No. 1 question you get asked in your role? Today, how much ...

Christine Book, of Barlow Wealth Partners, is one of our 20 People to Know in Wealth Management for ... What’s the No. 1 question you get asked in your role? “Are you in the office?” ...

While the two may often come together, wealth management and asset management are not the same. Each plays a distinct and important role in your financial management. Here's what you need to know ...

Here are some things to keep in mind: Estate Planning: Identify who will inherit your assets and make sure the legal paperwork is in order. Timing Matters: Decide when and how to pass down wealth to ...