The Elite Wealth Management Report Addressing the Challenges of Giving—and Receiving—Family Wealth While most people would agree that having money is better than not having money, wealth itself doesn’t guarantee a smooth, happy or successful path. That can be particularly true among those who inherit family wealth. Affluent parents and grandparents often worry about the […]
A Picture-Perfect Family Lake Day Picture this: a sparkling summer day, where the sun kissed the crystal-clear water, and the air was filled with the laughter of children and the scent of sizzling BBQ. It was one of those rare moments in life when everything feels just right, and you want to freeze time to
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The Elite Wealth Management Report FOILING THEFINANCIALFRAUDSTERS Financial fraudsters are working overtime to target those of us with significant assets. Even worse: They’re having far more success at parting us from our wealth than you might imagine. The upshot: Just because you’re “good with money” or careful in who you deal with when it comes
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Our Island Adventure and Lessons for Life This summer, we embarked on what we thought would be the perfect island adventure to the Beach. The plan was simple—relax, create memories, and enjoy some much-needed family time. But, as life often reminds us, the best journeys rarely go as planned. It all started before the sun
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The Elite Wealth Management Report Three Signs That Your Professionals Are Exceptional As someone looking to make smart decisions about your money so you can live a life of significance, one of your biggest goals should be to ensure you’re getting value from your professionals—the wealth managers, lawyers, accountants and similar experts you rely on
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Golfing with Daegen: A Day of Joy, Lessons, and Financial Wisdom There’s nothing quite like the bond between a father and son, especially when shared over a round of golf. Recently, my son Daegen, my Dad, a buddy of mine, and I spent a beautiful day on the golf course together. Sometimes, this “mean old
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Creating Joyful Memories & Securing a Brighter Future Last night, as I tucked my 8-year-old daughter Kinsley into bed, we dove into the enchanting world of The Little Mermaid. As we read, I joked that I was strong like King Triton. Kinsley, with her ever-present wit, giggled and said, “Dad, the only thing you have
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We wanted to share this exciting news with you. Through our educational journey and the privilege of working with you, we are grateful to have learned proven processes and strategies, which we call the secrets to financial happiness. Now we are going to share them with others in my book. We have simplified it into easy, actionable insights to help improve lives through better financial understanding and empowerment. Because the ultimate goal for all of us is to learn how to use money as a tool to better our lives and all those that we care about. Again, thank you for your trust, support, and friendship. Without you, none of this would be possible. We are forever grateful for you, and we are looking forward to sharing this with you in the near future.
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Nick’s Goal for Financial Happiness My purpose and passion is to inspire, equip, educate, and empower you to use money as a tool to give you an amazing life of Financial Happiness. More Information Everyone is Welcome Sign Up for Nick’s Newsletter Nick’s Goal for Financial Happiness Nick’s Definition of Financial Happiness Nick’s Personal Version
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Nick’s Personal Version of Financial Happiness What I love most about “Financial Happiness” is that it’s all perfectly unique and wonderful to you. We all have different wants, desires, concerns, and life goals. I want to inspire, equip, educate, and empower you to live the exact life that is going to give you the most…
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