It is vital to understand how different generations define wealth and the responsibilities that go with it. One of the most important services I provide, in addition to coaching on finance, estate planning, and investing, is facilitating cross-generational conversations about what it means to have wealth, and especially about what it means to use wealth wisely.

Magazine
What Are the Risks of Taking Out a Home Equity Loan?
While home equity loans can be an easy access to cash for those who have built up equity in their home, they are not without