Have you ever been through the process of probating an estate? If so, you probably have a story or two you could share about it. If you haven’t, you may want to say a prayer that you won’t have to. We have always said that Texas is a friendly place to die. While this is…
Read more
…with your adult kids. Should Inheritance Be a Retirement Strategy? That was actually the title of a Forbes article this year. And it’s really not a surprise when you consider just a few statistics: 63% of affluent 18-22 year old’s say that financial stability in retirement will depend on inheritance. 1 in 3 people are…
Read more
Bruce Schneier wrote an article in March of 2007 titled Why the Human Brain is a Poor Judge of Risk. Looking back, the timing is fine irony. Had more investors read his article, perhaps they would have lowered their overall risk in the markets prior to the Financial Crisis – which began in August of…
Read more
All of their fame and money may be one thing, but when they die – as we all do – celebrities are not so different from the rest of us. The same estate planning blunders they make are the same ones we see on an every day basis. Here are the top ten lessons to…
Read more
I have a confession to make: I love watching the talent on some of today’s reality shows. It is absolutely wonderful to see every day people working to fulfill their lifelong dreams of turning their passion into a career. Several years ago, on The Voice, Danielle Bradbery, a young lady from Texas who was 16…
Read more
Wisdom isn’t something you are born with. Yet wisdom, once gained, can be the most valuable thing you achieve and maintain – second only to your relationships with God and those you love most in life. Wisdom is achieved through years of watching, listening, observing and experiencing. Much of the value we provide doesn’t come…
Read more
Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. SEC registration does not imply a certain level of skill or ability. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services are not owned or controlled by Calton & Associates, Inc.