Category: Resources

Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors

By: Tom McCullough and Keith Whitaker featuring a chapter co-authored by Jamie Traeger-Muney Ph.D.

100-Year Family: Here are some tips for becoming one

Research shows that one of the most important differences between those who maintain their wealth and those who don’t is communication.

Not so super rich kids

The children of the very wealthy have a unique set of problems and a unique set of professionals to help to overcome them.

Lower Your Expectations! 3 Easy Steps to Accomplish Your New Year’s Resolutions

Happy New Year! If you are like 92% of us, every December you make New Year’s resolutions and by March (at the latest) they are already broken. This year, resolve to accomplish your goals by lowering your expectations. These 3 easy steps will help you accomplish any goals you set…

What Is Your True Net Worth?

The way we calculate net worth sells ourselves short.

Changing the Win/Lose Paradigm of this Presidential Election

By their very nature, elections are win/lose for the candidates running, but why does that have to be the case for the country as a whole? This presidential election, in particular, has been incredibly divisive. As a psychologist and coach, I have witnessed, first hand, increased levels of anxiety and…

Live Your Legacy Now! Interview with Barbara Shaiman

We get to find out how a successful business woman has transformed the lives of thousands of kids by showing them how to apply sound business principles to their passions.