For better or for worse, change happens – to ourselves, our family, our world. CTM Financial offers confident wealth management, with solid touchstones to guide your way, with you, your family and your business as the focal points.
Wealth Advisor Connie Brezik looks at why one of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. By Connie Brezik One of the best gifts you can leave your heirs is education about money in general and your financial affairs specifically. This can include…
Elliot Dole covers some foundation aspects of legacy planning, which often being with defining common values and shared beliefs. By Elliot Dole Families who have determined that they’ve accumulated more wealth than they expect to spend in their lifetimes often approach legacy planning looking primarily for tactical help and technical expertise. They may come to…
Behavioral economics can and should reframe how we look at our interaction with money, as well as the business of financial advice. I don’t think professor Richard Thaler is going to return my calls anymore. Sure, he was gracious enough to give me an interview after his most recent book, Misbehaving, a surprisingly readable history of the field…