NEWS

The generational wealth "curse", reminds me of the story of the wealth left by the Rockefellers, $1.4 billion, and the Vanderbilts,$100 million: why one is thriving today after 7 generations of millionaires, while the other was depleted by the fourth generation.

https://www.kitces.com/blog/managing-portfolio-size-effect-with-bond-tent-in-retirement-red-zone/?utm_source=linkedin&utm_medium=social&utm_campaign=evergreens

The following, from Northern Trust, is an example of how to fine-tune your estate plan to ensure a legacy of hard work, charitable giving, and living within one’s prescribed means is carried forward to future generations. Basically. leaving “enough to do something, but not enough to do nothing.” https://www.northerntrust.com/united-states/institute/case-studies/how-one-family-instilled-purpose-in-their-wealth-plan

https://lnkd.in/eTn9G4tq

https://www.linkedin. com/news/story/anthropic-abandons-industry-leading-safety-pledge-7045124/

The document is a financial outlook report for 2026, analyzing market trends, economic conditions, and investment strategies following the post-pandemic recovery. https://www..com/wp-content/uploads/2026/01/2026-Outlook-Final-v.01.09.2026.pdf Financial Outlook for 2026

https://www.linkedin.com/feed/?highlightedUpdateType=SHARED_BY_YOUR_NETWORK&highlightedUpdateUrn=urn%3Ali%3Aactivity%3A7415513567925293056 1 shoe for all workouts! Chelsea Pier Workout

Welcome 2026!

Life insurance is "not about income replacement, mortgage protection, or meeting basic financial needs. Instead, life insurance becomes a structural element of generational planning, including providing liquidity, managing tax exposure, supporting legacy objectives etc https://lnkd.in/eWFbvsZg How will you use life insurance?

https://www.lifeinsurancestrategiesgroup.com/post/tier-one-strategic-tips-for-using-life-insurance-in-ultra-high-net-worth-estate-planning Tips for Using Life Insurance

mission.Apple Podcast ➡️ https://lnkd.in/e2Gii4yySpotify ➡️ https://lnkd.in/e6eaRJ64YouTube ➡️

https://www.linkedin.com/feed/?highlightedUpdateType=SHARED_BY_YOUR_NETWORK&highlightedUpdateUrn=urn%3Ali%3Aactivity%3A7400082699735965696

https://www.linkedin.com/pulse/s-corp-llc-sole-proprietorship-strategic-tax-gary-kauffman-grjec/ Caring physician and businessman?

https://lnkd.in/e5EWn2EK

https://lnkd.in/e8ErSx5w

https://lnkd.in/e8GYBMWd

https://www.linkedin.com/pulse/from-singles-day-solo-aging-why-living-alone-next-big-coughlin-etawe/ The lit window in a skyscraper underscores the increasing trend of single-person households as an emerging market.

An anesthesiologist worth $6M asked me:  "How do I protect this from lawsuits?" I asked: "Where's it held?" "Joint account with my wife." I almost fell off my chair. One lawsuit. One car accident. One angry patient. Everything gone. Here's proper asset protection: Level 1: Insurance Malpractice. Umbrella policy  Disability own-occupation specialty specific  Level 2: Entity Structure LLC for practice, Separate, LLC for real estate Holding company structure Level 3: Trust Plann

https://www.linkedin.com/pulse/longevity-economys-next-business-opportunity-managing-coughlin-lemwe/ MIT AgeLab's Dr. Joe Coughlin joins John Hancock’s Lindsay Hanson, Dr. Gabrielle Lyon, and Fortune's Alexa Mikhail to discuss longevity preparedness.

"Some jobs are much harder for AI to fully replace than others because they rely heavily on human judgment, creativity, empathy, or physical dexterity in unpredictable environments."  Here are the main categories: 1. Jobs Requiring Deep Human Connection Therapists, social workers, clergy, counselors – People turn to them for empathy, trust, and nuanced human support. AI can assist with information, but it can’t authentically be human. Teachers and coaches – Beyond delivering