Black Friday – a day that shoppers eagerly anticipate every year. It’s synonymous with unbeatable bargains and incredible deals, but it’s not without its challenges. In this blog post, we’re going to explore the art of mastering Black Friday, sharing some valuable tips and tricks to help you thrive during this shopping frenzy. So, grab a cup of coffee, get cozy, and let’s embark on this shopping adventure together. Preparation is Key: Make a Game Plan Before diving into the shopping madness, take a moment to plan your approach. Create a shopping list with the items you want to buy,…

Protecting your wealth is an important goal for ultra-high-net-worth individuals (UHNW). This is because the economy and world are unpredictable. Tax rates are rising, inflation is high, and investments can be volatile. There are many ways to preserve and pass your wealth on to future generations. These include a comprehensive financial plan, investment diversification and insurance. Insurance When advisors ask clients about their greatest assets, they often hear about their homes or investment portfolios. But a more important support for many affluent families is their income. Insurance can help protect this asset. Depending on state laws, life insurance benefits can…