fbpx

Keeping Wealth in the Family: 4 Areas the Rich Are Concerned About

If you want to learn what the rich know, here are 4 areas the Rich are Concerned about when focusing on their wealth and keeping wealth in the family.
Share on facebook
Share on twitter
Share on linkedin
Share on pinterest
Share on email
Share on facebook
Share on twitter
Share on linkedin
Share on pinterest
Share on email

If you want to learn what the rich know, here are 4 areas the Rich are Concerned about when focusing on their wealth and keeping wealth in the family. 

What are the 4 steps to keeping retirement freedom?

  1. Reliability of Income – To make wealth, the rich focus on Return on Investment. To make that wealth work for them, they focus on Reliability of Income.
  2. Biggest Expense – Income Tax Cost – The rich know being deliberate about your income tax expense is typically one of the greatest if not the greatest opportunity for keeping wealth. 
  3. Protect from Health – The rich want to know they will be able to protect the bulk of their assets in the event they need care in their home or otherwise.
  4. Keep it in the Family – I want my stuff to go where I pick and even protect my kids and grandkids from their own inexperience judgement if needed.

What is the Smart Money Doing for the Rich? Focus on either Return on Investment or Reliability of Income depending on your status.“I wish someone would have told me this earlier.”

Now you know!!

Obviously, no investment, tax or legal advice is given in this content.  Investment, tax, and legal advice is personal and private.  Investment advice offered through Versaille Capital Advisors, LLC, a Michigan Registered Investment Advisory Firm.

Retire Happily is an educational resource. Make no mistake, we are a thriving financial firm that makes money. We are a financial firm that takes new clients. But first and foremost, we consider ourselves a significant resource to the public. If you don’t feel like you have fully exploited us for all the knowledge and insights we offer, do some more research. We provide these insights through Retire Happily, a free retirement resource guide that helps people optimize their retirement funds and avoid regret by making sure they are “all set” for retirement. 

At Retire Happily, you can ask questions, watch videos and read some things. We encourage you to explore a lot of material on the site so you can get an idea of our style. You will likely get a lot of your questions answered. If you still want to talk to us; you’re welcome to contact us. We are happy to answer your questions.

Leave a comment

Get All the Latest Retirement Planning
Insights and Education in Your Inbox.

Coming Soon

Be one of the first to get your copy by pre-registering for the book.

retire happily book