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Transferring Values—Not Just Wealth—to Your Heirs
Many of us have thought about how to best transfer our wealth to our heirs someday. Unfortunately, we see that parents and grandparents with significant assets often don’t spend enough time on passing along the values that helped them build, grow and maintain that wealth. The resulting “values...  Read More
A Wall Around Your Wealth: The Importance of Asset Protection
Success can come with a major downside: It can make you a potential magnet for lawsuits—including frivolous and unfounded ones—and other attacks that can wreak havoc on your financial health and stability.  Indeed, you may very well know someone in your life who has been sued. Maybe it was you!...  Read More
Finding the Right Wealth Manager for You
It can be quite a task to evaluate the expertise and experience of a wealth manager before you work with him or her. Even then, it may be tough to discern whether you’re getting the advice and solutions you truly need in order to maximize and protect your personal wealth in accordance with your...  Read More
Big Wealth Mistakes the Super Rich Don’t Make
No one is perfect—not even the smartest or most famous among us. But some people veer closer to perfection than others.   Take the self-made Super Rich—a group we define as those with a net worth of $500 million or more that they earned through efforts such as starting a business. These extremely...  Read More
Feeling Philanthropic? A Charitable Planning Primer
Do you want to have a major impact on a charity or cause that means a great deal to you? Do you want to do well financially by doing good for others in need? If so, you’ve got plenty of company. One top financial issue we hear about from today’s individuals and families is charitable giving—how...  Read More
0061 Buying a Dental Practice with Confidence featuring Levi Barlavi
Welcome to The Dental Wealth Nation Show, where we dive deep into the world of dental practice acquisitions! In episode 0061, join our hosts Intro Guy and Tim McNeely as they sit down with the knowledgeable and experienced guest, Levi Barlavi, to discuss the topic of "Buying a Dental Practice with...  Read More
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