An Asset Protection Trust is there to protect your personal assets. This includes your personal property, business interests, and real estate. Assets are placed in the hands of trustees not eligible for creditor claims, and then...
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Category: Saddock Wealth
Family Business Succession Planning Consultants
We have unpacked the pros and cons of business and family succession planning before. In this article, we will discuss the importance that succession planning consultants play in family businesses. For many family-owned businesses, succession planning...
read moreThe Power of Personal Financial Planning
Personal financial planning doesn’t need to be complicated. Your comprehensive financial plan will help you manage your lifestyle and financial future, and a savings plan will assist in compiling an effective and efficient savings strategy. Many...
read moreHow to Measure Investment Performance
Investment management is a complex process in a competitive industry, and keeping a handle on one’s investment performance is crucial. Investors and investment management companies need to know how a fund (or fund manager performs), so...
read moreWhat You Should Know About Family Governance
At the mention of the term “family governance,” what comes to mind? How does it work and how can it benefit you and the members of your family? Family governance, in a nutshell, involves the financial...
read moreWhy Choose A Stock Portfolio Analyzer
Are you serious about your investment strategy? If so, you can use a stock portfolio analyzer and watch your investments grow. There are many powerful portfolio analyzer tools to help you track your various investments, and...
read moreWhat is an Endowment Fund?
Endowment funds are frequently talked about in the investment world, especially amongst high net worth individuals. But how often do folks actually take the time to delve into what exactly endowment funds are and how do...
read moreIntergenerational Transfers: Building Family Wealth
In this article, we will be examining an important concept in political economy. You may have some familiarity with the term, but its implications and relationship to public policy and wealth are more complex than what...
read moreWhy Short-Term Financial Goals Are Important
We talk a lot about long-term financial planning goals at Saddock Wealth. How to plan for retirement, the importance of effectively allocating your assets so that you have a diversified portfolio down the road, making plans...
read moreRetirement Withdrawal Strategies You Should Consider
In our last article we discussed the 4% rule — a retirement withdrawal strategy suggesting that retirees can safely withdraw 4% of their total retirement savings every year for 30 years without running out of money....
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