We are excited that Richard P. Slaughter Associates has partnered with Worth magazine to provide articles for the bi-monthly publication. Slaughter Associates has long focused on sharing our knowledge and educating our clients, potential clients and partners, so this opportunity was a natural fit for us.

What do you do with sudden wealth?

The complications of sudden wealth can threaten a windfall’s security. The way you achieve wealth also can significantly affect how you approach your financial goals and manage your investment strategy.

Read Full Article »

When is it time to engage your parents in a financial discussion?

Regardless of each side's sincere reasons for delaying the discussion, it is important for adult children to talk with their parents before estate plans are set in motion, due either to death or incapacity.

Read Full Article »

Are target date funds the answer for 401(k) success?

Target date funds (TDFs) can simplify and improve a 401(k) plan, but TDFs do have some disadvantages. Learn how to maximize a 401(k) plan's success using TDFs in conjuction with a fiduciary advisor.

Read Full Article »

When should you engage a wealth advisor?

Many individuals believe wealth advisors are necessary only if they reach a certain age or asset level. Here are some considerations beyond birthdays or dollars that may signal the need to engage a wealth manager.

Read Full Article »

Is life insurance an asset, like stocks or bonds, that I can't afford to ignore?

Life insurance is an asset just like stocks, bonds and real estate. As such, it must be monitored regularly to ensure it is appropriately positioned in your financial plan.

Read Full Article »

How do I ensure the success of the trusts I established?

Establishing a trust is only the first step in successfully transferring wealth to heirs. The second phase requires a series of maneuvers through complex emotional and financial issues.

Read Full Article »

1 | 2 | 3 | 4 | 5 | 6