LifeManaged Blog

When are you considered wealthy?

After meeting with hundreds of families in my 10 years of “wealth management” I find myself having different conversations.  What is the true definition of wealth?  What’s the purpose of wealth? Are you wealthy? When are you considered wealthy? The most common...

Why do I need a Fiduciary?

You will hear me use this term, Fiduciary, repeatedly in my posts.  Why do I need a Fiduciary?  If you can understand this concept, and embrace it in your life, you will be lightyears ahead of your peers. The highest legal duty of one party to another, being a...

Information Asymmetry

Did you know there are over 500 million bloggers in the world?! As I start to crack this extensive world of bloggers in a meaningful manner, I remain nervous and excited to share my perspective about Life, Money, and Information Asymmetry  I hope these thoughts will...

Young Professionals

Help me lay the proper foundation to achieve my long-term goals

I’m a Young Professional that wants to know how I can take advantage of time to best start growing my wealth for the future.

Young Professionals. Help me set my family up for success with the right goals

Growing Families

Help me insure I am on the right path to secure our financial future and lifestyle

I’ve checked some basic boxes, but I am unsure if I could be doing more for my family.

financial advice for growing families

Financially Independent

Help me understand what more I can do with my wealth and taxes

I want to protect the wealth I’ve worked for while maximizing my current lifestyle and legacy goals. 

pre retirement wealth management advice