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How to Beat Lifestyle Creep
Earning more money should make it easier to build wealth and create financial flexibility. Yet for many successful professionals and business owners, higher income is quickly followed by higher spending. The nicer car replaces the perfectly good one. Vacations become more elaborate. Dining out becomes more frequent. The house gets bigger, memberships accumulate, and conveniences…
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What Is Your Business Worth Without You?
For many business owners, their company represents much more than a source of income. It may also be their largest asset, a significant source of their net worth, and an important part of their retirement plan. While owners often have a good sense of profitability, fewer have a clear understanding of what the business might…
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How should I invest for high inflation?
A conversation with the &Partners Investment Team In past high-inflation periods, which asset classes beat inflation and which didn’t keep up? The &Partners Investment Team weighs in. &Partners High InflationDownload
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Inside &Partners’ approach to estate planning
How can clients pass more wealth to heirs? Two of our partners explain why they think it’s wise to let financial advisors coordinate estate planning. &Partners Estate PlanningDownload
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The Retirement Expenses Nobody Warns You About
Most people enter retirement with a pretty good idea of what their major expenses will be. We anticipate things like housing, healthcare, and everyday living expenses. But retirement rarely follows a perfectly predictable budget. Some of the expenses that can have the biggest impact are the easiest to overlook. Here are a few worth planning…
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When Should You Start Giving Your Kids Their Inheritance?
For generations, the traditional approach to inheritance was fairly straightforward: parents accumulated wealth throughout their lives and passed what remained to their children after they died. Increasingly, families are considering a different approach. If you’re financially secure and expect to leave money to your children someday, does it make sense to give some of it…
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Tech Debt
There are many uncertainties about the impact of Artificial Intelligence (AI) on the future of society. Despite the current AI frenzy, by all accounts, we are still very early in this transition. But one outcome that I was recently introduced to, and which has gotten less media coverage is that AI threatens to create a…
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Instagram Launch
Hello everyone! You can now find Wise &Partners on Instagram! After receiving frequent questions about social media content, we decided to join the conversation by sharing what we are thinking, delivered with honesty and transparency. People are increasingly turning to social media platforms for information, and we get it – we’ve seen our fair share…
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What to Do When the Stock Market Drops
When the stock market drops, the instinct is to act: sell before things get worse, sit in cash until conditions stabilize, and buy back in when the dust settles. It feels logical, but it almost never works out that way. Over the years, we’ve seen this pattern repeat across a variety of investors. They might…
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