Tag: wealth management

Building Healthy Relationships with Family and Wealth

Building Healthy Relationships with Family and Wealth

An Interview with Marina Vaughan Spitzy, Director and Founder of Tecolote Advisory A recent UBS study revealed that 59% of widows and divorcees regret not being involved in long-term financial planning when they were married, and 98% would advise other women to take an active role in finances immediately [1]. […]