As a female advisor for 31 years now, I have experienced first-hand the unique challenges facing these women which often center around three important areas: their parents, their children, and themselves.
We believe there are many important areas an estate plan does not cover. It boils down to one simple question: Your estate plan is in place, but are your heirs prepared?
Families, with the prudent guidance of professional advisors, typically do a very good job at preparing the assets to transfer to the heirs through the pre-transition planning processes of estate and tax planning, investment management, and philanthropy. But what is lacking is preparing the heirs to receive and manage the assets – the missing link in estate planning.
Exclusive Conference Hosts Gathering of Nation’s Pre-eminent Financial Advisors and Industry Decision Makers PALM BEACH — Sybil Praski of Prosperion Financial Advisors attended the seventh-annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held […]
The number and variety of financial advisors today is simply astounding. From those who specialize in fortifying money to those who believe in growing wealth as quickly as possible, there is no lack of options when it comes to choosing a financial advisor. But this can be a double-edged sword. The sheer number of choices […]
Money is often a stressful issue for most people. It’s complicated, confusing, emotional and most of all – important. There is no way to simply put personal finance on the backburner and let it be until another time. So some people choose to tackle it alone, personally facing all that complexity by themselves. In my […]
Perspective is in increasingly short supply right now. Business news and market commentary is ever focused on urgency. But good investor behavior requires thinking long-term, staying grounded, and resisting the belief that daily market machinations are important enough to warrant changes.
