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The Book in Brief Principles: Life and Work by Ray Dalio was first published in 2017 and has since sold over four million copies worldwide. Dalio is the founder of Bridgewater Associates, one of the world's largest hedge funds, and the book distils the decision-making...
A 100-Year-Old Book That Still Outperforms Most Modern Financial Advice George S. Clason published The Richest Man in Babylon in 1926 — exactly one hundred years ago this year. Set in ancient Babylon, the book uses parables to teach principles of wealth creation and...
A stroke, an accident or the progression of dementia can change who is able to make decisions far more quickly than most families expect. When clients ask what happens without a lasting power of attorney, the answer is often difficult: nobody automatically has the...
Why Inheriting Money Is Harder Than You Expect We assume receiving an inheritance is straightforward good news. The research says otherwise. Guilt, anxiety, family conflict, and decision paralysis are the most common emotional responses — and the larger the...
The Reality A healthy 65-year-old in the UK has a better than even chance of reaching their late eighties. A child born today has a roughly one-in-three chance of reaching 100. Yet most retirement and estate plans are built for a much shorter timeframe. What Changes...
Nobody Teaches You How to Inherit We spend years thinking about how to build wealth, protect it, and pass it on. But almost nobody thinks about what happens to the person on the receiving end. The assumption is simple: inheriting money is good news. The reality is far...
We Are Living Longer — But Are We Planning for It? A child born in the UK today has a roughly one-in-three chance of reaching 100. A healthy 65-year-old has a better than even chance of reaching 87 (for men) or 89 (for women), according to the Office for National...
Your Partner Dies — Who Owns Their Shares Now? Without a plan, your business partner's shares pass through their estate. Their spouse, child, or someone you have never met becomes your new co-owner. They may want to sell immediately, disagree with every decision, or...
What Buyers Actually Measure Most business owners overestimate their company’s value because they measure what it means to them rather than what it is worth to a buyer. Buyers pay for future cash flows and a business that works without you. The Five Metrics 1....
Learning how to protect your assets can feel like an overwhelming topic. Our FREE Estate Planning Guide will help you to understand the process and how to get started.