As you ponder passing down financial assets to your heirs, you may want to consider passing down your values as part of the same plan. That’s where financial legacy planning comes in. It’s a term ...

Embrace long-term investing and avoid chasing fleeting market trends. Focus on fundamentals: invest in quality businesses with strong value and management. Build wealth with discipline, patience, and ...

Built for Life Financial Agency highlights the evolving role of financial strategists as essential guides helping families navigate mounting economic challenges while building meaningful legacies. The ...

We’re heading into the thick of the $90 trillion “Great Wealth Transfer,” which will see millions of people belonging to the Gen X, millennial and Gen Z cohorts inherit money from their boomer loved ...

Statistics show that fewer women have written wills, own land, and other elements of financial legacy. Finance coach and advisor Margaret Njeri normalises building financial legacy for women. Through ...