Finances, Wealth Management

What Millionaires Do Differently

BY Admin | March 3, 2020

Becoming a millionaire is often at the top of most people’s financial goals. While the journey to having a 7-figure bank statement might seem like a pipe dream, it is simpler than you would imagine. The journey starts by having the right mindset and then studying how millionaires manage their finances. If you want to…

Asset Protection, Finances, Real State, Tax Planning, Wealth Management

Wills and Trusts: It’s Not Really About the Documents

BY Admin | January 27, 2019

The Siegel Law Group, P.A.By: Barry D. Siegel Wills and Trusts: It’s Not Really About the Documents For decades a debate raged in legal circles about which documents were better – wills or trusts. Members of the public didn’t really know the difference, but there was a perception that trusts were more complicated and expensive…

Asset Protection, Tax Planning, Wealth Management

Asset and Wealth Management: A Holistic Approach to Planning for Now and Later

BY Admin | July 26, 2018

Wouldn't it be great if there was a one-stop-shop where you could get advice for all of your personal finances? Well, there is. It’s called ‘asset and wealth management, and it streamlines the financial advising process by combining the advice of financial advisors in every realm of personal Asset and Wealth Management: What is it,…

Wealth Management

Wealth Management: Is a Written Financial Plan Necessary?

BY Admin | July 24, 2018

Having a financial plan in place is just as important – if not more – as your actual investments and acquired wealth. Without a proper plan in place, you could potentially be leaving your assets vulnerable to being lost. While many Americans invest their money in an effort to build wealth over time, there is…

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