Though her approach isn’t always exemplary, Shiv steps up in a way that any woman set to inherit family wealth can learn from: by rolling up her sleeves, learning what she needs to know, and boldly ...
The idea is simple: If one asset loses value due to economic or market cycles, other assets can pick up the slack and let you keep building wealth. As the name implies, the Rule of 42 is an ...
She has been in practice for 12 years, the last 8 years at Blueprint Wealth Management Inc. Kelly Burkhead is a financial advisor in The Villages, FL, and has earned her CFP. She has been in ...