For Industry Insight and Fresh Life Perspective

Wealth and estate planning are vital for all individuals but are particularly essential for high-net-worth (HNW) individuals in the sandwich generation.

According to recent research by Fidelity, women are more likely than men to stay the course and wait out market volatility when it occurs.

Technology continues to grow and evolve, allowing us to stay connected and perform many daily tasks from home.

Financial affluence often comes with various benefits and challenges, including the requirement for suitable insurance coverage.

A few years ago, a male colleague said to me, “For a woman, you have entirely too much confidence." “Wow!" I thought.

Even if you never thought of yourself as especially wealthy, there may be a fair chance that you fall into the category of "high net worth individuals"—those who have liquid assets of $1 million or more.

Members of the LGBTQ+ community face a broad range of financial challenges that heterosexual people do not need to deal with—and often are not even aware of. The media often portrays the "typical" gay couple as a high-earning pair of professionals.

In today's world, financial independence is a stepping stone to women's empowerment. A critical path to pursuing this independence is having a suitable retirement income.

The terms "rich" and "wealthy" are often used interchangeably. But are they really the same? As the saying goes, "Money talks, but wealth whispers."

You probably already know that insurance is something you should have in case of unforeseen events. When it comes to estate planning, insurance helps manage the distribution of your assets the way you see fit.