Want Successful Wealth Transfer to The Next Generation? Communicate and Educate

Want Successful Wealth Transfer to The Next Generation? Communicate and Educate | John L. Smallwood

Creating a financial plan not only identifies the needs, obligations, and desires for your personal future, it forces you to consider, “what do I want to do with any wealth above and beyond that?” Financial planning provokes discussion around legacies and what you want to leave behind – and to whom. I’ve seen numerous approaches […]

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Understanding the Wealth Curve System and What Impacts It – For Good and Bad

Understanding the Wealth Curve System and What Impacts It – For Good and Bad | John L Smallwood

Everyone has a Wealth Curve—it’s a visual representation of our financial life and the pressures that impact our wealth and its potential. Your individual curve begins the day you receive your first paycheck and well beyond your last one.  Every decision you make regarding money since that first paycheck has impacted your wealth.  Unfortunately, our […]

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WEALTH CURVE QUIZ

Take the Wealth Curve Quiz to discover what direction your Wealth Curve is trending and what steps you need to take with your financial plan.

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