I’m very proud to announce that Matters at Hand is sponsoring the “Keys to Wealth Management” supplement in this week’s edition of the Orange County Business Journal. It’s an excellent resource to discover what you need to learn to handle all aspects of wealth management. My article discusses the results of our national market research study that shows the main reasons why people want to buy our wealth management “WHAT YOU NEED TO KNOW KITTM.” Click above on my blog to take my “What You Need to Know Wealth Management Reality Check Quiz” to check your knowledge.
Every article in this supplement is an excellent resource to discover the information you need to manage your wealth matters better. You’ll see that First American Trust and Comerica Bank explore the 13 issues of wealth management from different angles, while Brown & Streza, LLP delves into the life cycle of an entrepreneurial business, something I’m sure many of you are going through right now! Read it - and you may not blunder!
During this time of fluctuation in the real estate market, you might be asking yourself if a reverse mortgage is right for you. Turn to the article from Gold Reverse to get a new perspective on the subject The Waltos Group of the Northwestern Mutual Financial Network shows you how lifetime giving can be an effective estate planning strategy, while Grant Thornton CPAs show you how to work with its Private Wealth Services to preserve what you’ve worked so hard to earn - versus giving it away to the government in taxes.
And how could you keep up on information about investment and wealth management? Turn to the UC Irvine Merage School of Business. You’ll find an article on its Center for Investment and Wealth Management conferences. With so much good information, you’ll want to keep this supplement on hand all year.
I encourage everyone to take away as much as you can from these articles; they offer an invaluable opportunity to learn how to better manage your wealth matters.
All the advisors in the supplement are listed in the Wealth Management Advisor tab on my blog.
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