We’re not wealthy. What can a financial planner do for us?
During the discovery meeting, you will have a conversation with a planner so they can find out more about you, ...
Friday, July 31, 2026
Tag: Wealthy
When wealthy clients don’t trust heirs with the money
Even though parts of the great wealth transfer are already happening, there is sometimes uncertainty about whether heirs are ready.Processing ...
What Social Security uncertainty means for wealthy clients
For wealthy clients, Social Security isn't likely a necessary part of their retirement income. But they didn't get where they ...
Pope Leo XIV encourages wealthy U.S. Catholics to keep donating
Pope Leo XIV on Saturday encouraged some of the wealthiest U.S. Catholics to keep on giving to support his charitable ...
Wealthy consumers invest in jewelry amid rising uncertainty, market volatility
When the gavel came down in December, Christie's had set a record that created a buzz in the auction world.A ...
9 things lower-middle-class families do on vacation that wealthy travelers find odd but actually make the trip better
Add Silicon Canals to your Google News feed. Ever noticed how the people with the most expensive luggage often look ...
8 lower-middle-class families never throw away that wealthy people replace without thinking
Add Silicon Canals to your Google News feed. Growing up outside Manchester, I learned early that there’s a stark difference ...
8 things lower-middle-class people do when dining out that wealthy people find odd but waiters actually appreciate
Add Silicon Canals to your Google News feed. Growing up working-class outside Manchester, I spent plenty of evenings watching my ...
How you answer the phone in the first 2 seconds reveals more about where you grew up than your zip code your car or your degree, and the people who grew up wealthy hear it instantly
Add Silicon Canals to your Google News feed. Picture this: I’m at a networking event in Mayfair, the kind where ...
I grew up lower-middle-class and didn’t realize these 9 habits were unusual until I made wealthy friends
Add Silicon Canals to your Google News feed. Growing up outside Manchester, I thought everyone kept their tea bags to ...
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