by Timothy McNeely | Jun 4, 2018 | The Informed Dentist, True Wealth Report
It’s what no one ever wants to hear: “The test results have come back positive.”
And yet it’s quite likely that you, a loved one or both will one day be given a serious health diagnosis that throws your world into uncertainty, confusion and fear. That means you have two choices:
- Wish and hope that you or someone you care about never gets really bad news from a physician—and be forced to react quickly and emotionally if that does happen.
- Be proactive and get a handle now on the best steps to take if you’re faced with a major medical diagnosis.
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by Timothy McNeely | Feb 14, 2018 | The Informed Dentist, True Wealth Report
The Super Rich (those with a net worth of $500 million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To help ensure those plans are both state-of-the-art as well as in line with their needs and wants, many of them regularly “stress test” these plans.
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by Timothy McNeely | Feb 2, 2018 | The Informed Dentist, True Wealth Report
A key objective among many single-family offices serving Super Rich families (those with a net worth of at least $500 million) is to enable future generations of family members to build their own wealth and create their own entrepreneurial legacies.
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by Timothy McNeely | Jan 1, 2018 | The Informed Dentist, True Wealth Report
Imagine yourself in a vintage tuxedo, sipping a “shaken, not stirred” martini as you make eye contact across the bar with a beautiful secret agent who is about to covertly hand you a dossier with information that will help prevent World War III.
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by Timothy McNeely | Nov 11, 2017 | The Informed Dentist, True Wealth Report
The foundations of your rock-solid estate plan
For so many of us, family is paramount. You probably expect to use your wealth to take care of your family in the here and now—health care, travel, college tuition and the like. But chances are you haven’t thought nearly as much about positioning your assets so they’re ready and able to help the people you love after you’re gone. Even if you have made some headway in this area, your plan for your estate is probably a little—and maybe a lot—out of date.
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by Timothy McNeely | Oct 1, 2017 | The Informed Dentist, True Wealth Report
Here’s why you need to know
As a successful person with big goals, you require truly valuable financial advice that maximizes your ability to achieve your most important personal and professional financial objectives.
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