Although the #GreatWealthTransfer positions some in a good spot financially, the reality is that #inheritance will not be the same for everyone. Present economic factors along with poor #FinancialPlanning will affect many and how much wealth is actually passed on.

#PFAs have quickly become a silent threat to our health. As these #DangerousChemicals continue to be found in our waters and other daily needs, the damaging effects they can have on our #health continue to be identified. #WaterPFAs #CleanWater nrdc.org/bio/katie-pelc…

Part of preserving #FamilyWealth can be identifying clever #InvestmentOpportunities . Investigating different investment opportunities can help #WealthyFamilies diversify their #AssetPortfolios lowering the the risks associated with their investments. finance.yahoo.com/news/unlocking…

#WealthManagement advisors can help individuals craft holistic #FinancialStrategies that align with the client's long-term objectives. From #TaxOptimization to philanthropic endeavors, advisors can help provide strategic guidance to #FinancialReadiness . nerdwallet.com/article/invest…

Taking proactive action when it comes to #TaxPlanning can be beneficial in effective #TaxMitigation . Planning throughout the year can help taxpayers catch useful #TaxDeductions and #TaxBreaks that could help make their #TaxPayments more approachable when the times come.

DAFs can be a clever way to do good and be smart financially! They give donors the chance to #MitigateTaxes and save on money they can give away later. Due to these benefits, #DAFs have grown in popularity, moving US regulators towards #RegulatoryStoppage . theconversation.com/donor-advised-…

With the emergence of a younger more technologically wealthy generation, and #AIInnovations that are difficult to ignore, #WealthManagement has entered a transformative phase. To meet #CustomerNeeds , adjusting is important in any scenario, just as it is in #WealthPlanning !

#CleanWater Investments go beyond the financial purposes of the investment and help promote a positive cause. Within the US, many communities lack access to #CleanWater , due to #contaminations or #rationing . These investments could help solve these issues. alliancebernstein.com/corporate/en/i…