Archive for November, 2007

What Makes Family Wealth Planning Green

Thursday, November 29th, 2007

To understand why Family Wealth Planning is "green", you first have to understand my definition of "green." I define "green" as anything intended to leave the world a better place. So a product is green if it makes less of an impact on the earth when it is discarded, thereby leaving the ...

Diving into the Blogosphere

Friday, November 23rd, 2007

I've spent a bit of time this weekend diving into the blogosphere. Wow, I've got a lot to figure out. If you love the mission of Family Wealth Planning Institute to teach you how to pass on not only your financial wealth, but your whole Family Wealth, so you can leave ...

Over-Stuffed, But I’m Not Complaining

Friday, November 23rd, 2007

Ohhhhh, yes. I definitely ate too much. We did Thanksgiving the right way this year at my house. Well, not really my house. Actually, the condo in Miami Beach I rented with my sister and her boyfriend, Aaron. Yep, boyfriend. There they are right there. He's the first guy she has willingly introduced ...

A radical shift in thinking

Friday, November 16th, 2007

My ex-husband is a trust fund kid, sort of. He wasn't born into wealth, he was adopted in by his step-father, Lew Crosley. And because he was adopted, he gets to take part in one of the small Crosley family trusts. Lew was the great-grandson of Powel Crosley, Jr., the ...

Getting started is most difficult

Friday, November 9th, 2007

Last week, we talked about when to start talking to your kids about money. I suggested you start at the age of 7. If your kids are older than that, start today! And, you don't just want to start talking about it, but you want to take action with them. Have a plan ...

It’s never too early to pass on the millionaire mind

Thursday, November 1st, 2007

Many parents wonder when and how they should start talking to their kids about money. A participant at the financial skills course taping a couple of weeks ago wondered if it could hurt kids if parents brought up money too early. From before your kids are old enough to understand the concept ...