Junior Bridgeman and his family’s generational wealth
The Bridgeman family's strategic meetings initially began informally over meals, as Junior Bridgeman's three children took more interest in his...
Family Financial Planning
Financial planning class emphasizes mindset, community | News
Emily Morgan began the class by discussing proactive mindsets regarding money. MAX DAVIS | The Sun PADUCAH — Family Service Society...
How to Start a Family Office
Family offices can help financial advisors differentiate themselves in a competitive market as a one-stop solution for diverse client needs....
Bay Area woman creates AI tool Waterlily help families’ financial planning
A Bay Area woman with a long list of accomplishments in her young life, including being recently named to Forbes'...
Summit Wealth Merges With $470 Million Firm Premier Private Wealth To Expand Tennessee Footprint
Summit Wealth Group, an independent registered investment advisory firm, has merged with Premier Private Wealth, a Nashville-based wealth manager with...
7 Family Financial Expectations That Shift After Retirement
Image Source: PexelsRetirement planning often happens in a vacuum. You calculate your personal expenses, your travel goals, and your healthcare...
Sponsor spotlight: Financial planning for aging – tips for seniors and their families
As tax season begins, many families take time to reflect on the past year’s finances. It’s also an ideal moment...
The Best Personal Finance and Budgeting Apps We’ve Tested for 2026
Deeper Dive: Our Top Tested Picks EDITORS' NOTE January 22, 2026: With this update, our lineup of recommended personal finance...
What Families Need to Know: CLA
Key insights Trump Accounts are a newly created retirement savings vehicle for minors. When the beneficiary turns 18, the account...
