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Check out this insightful article about investing in gold, where our CEO and financial advisor, Stephan Shipe, shares his expert perspective on the benefits of gold as a stable asset. […]

Hit the Jackpot? How to Manage Your Sudden Windfall Imagine waking up to learn you’ve won the lottery or a distant relative has left you a eightseven-figure estate. Hey, it […]

How Personalized Financial Coaching Can Change Your Money Mindset Managing money has never been simple, but I’ll tell you it feels like an Olympic sport these days. Between doomscrolling on […]

This episode explores the intersection of wealth and life expectancy, delving into how financial status influences access to healthcare, diet, and overall quality of life. The discussion also addresses the role of health tech devices, such as smartwatches, in monitoring and potentially improving health outcomes. Additionally, the conversation covers essential estate planning strategies to ensure a smoother transition for heirs, including the importance of communication, planning for funeral arrangements, and the use of trusts and wills.

The digital nomad lifestyle is transforming the lifestyles of some professionals, allowing them to temporarily relocate their work to another nation. However, cross-border financial planning can get complicated.  Each of the 66 countries […]