Building wealth comes down to a very simple formula. Make more money than you spend. Invest the difference wisely. Set your kids up for success so that future generations may prosper. The formula may be simple. But the ability to build wealth and pass it along is NOT a level playing field- not by a…

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Here’s a nice problem to have: What do you do with extra money? Whether it’s your tax refund, a bonus, an unexpected stimulus check, a break on your student loan payments, an inheritance, a winning lottery ticket….what all of these have in common is that this is an unexpected, yet welcome addition of cash. It…

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