From what I can tell, grandparents might have the best gig within the family unit. Set aside the inherent celebrity status that comes with the title of Grandma or Grandpa. Instead, just consider the immeasurable love received from grandkids at a fraction of the parenting workload. Talk about a phenomenal return on investment. Solidifying your status as the ultimate alternative
Like most people, I had a very limited (and ultimately misguided) understanding of trusts prior to my entry into financial services. Up to that point my perception of a trust was largely shaped by context clues and Hollywood. Essentially, young Patrick envisioned someone (often a young adult) from an uber-wealthy family who wasn’t concerned with money or work because they
If you’ve ever had a retirement plan prepared, you probably came across an interesting yet ambiguous metric known as “probability of success”. It’s often displayed front and center as a percentage ranging from 0 to 100, almost like a test score. And much like a test score, it’s easy to assume that anything less than perfect means something has gone
