The WWII Generation Has More to Pass On Than Just Assets

March 03, 2015

A new buzz word in the financial service industry is “holistic wealth management.” This is an approach to managing wealth that looks at all of the areas of someone’s finances – not only their investments but taxes, insurance and even legal needs. One of the areas I feel gets the least attention is an approach to passing on the legacy of wisdom from one generation to the next. Continue reading “The WWII Generation Has More to Pass On Than Just Assets”