The Wealth Conservancy, Inc.

As the federal income tax deadline approaches, how can filers use AI to their advantage? Here are some things to consider before using AI this tax season.
https://www.thewealthconservancy.com/artificial-intelligence-and-taxes/

There can be an unspoken expectation, that with ample resources, problems should be solvable. That caregiving should be easier. But even abundant means cannot insulate anyone from grief, uncertainty, or the emotional realities of caring for someone whose needs are changing.
https://bit.ly/4qQAhcQ

Social media is designed to grab your attention and your emotions. Critical ignoring gives you the power to understand an issue on your own terms.
https://twcinc.link/4c0vpOG

The art of saying NO!
https://bit.ly/4aVCsqA

Subscriptions and monthly services are designed to be easy to start, difficult to track, and hard to cancel. Over time, they can silently deplete financial resources.
https://bit.ly/3LmUloE

Scammers use AI to mimic the voices of the people we trust most. A simple family code word or verbal password could stop a scam immediately.
https://bit.ly/4qIyt6b

American travelers heading to most European countries will face new entry procedures under the European Union’s Entry/Exit System (EES) beginning October 12th, 2025. This system is designed to modernize border control and enhance security across the Schengen Area, which includes 29 European countries such as France, Germany, Italy, and Spain. Find out what's changing.
https://twcinc.link/EESregs

Fraudsters continue to evolve and change tactics, becoming increasingly more sophisticated in their attempts to get your personal information and exploit it for financial gain. Resolve to protect yourself by keeping up with the latest scams. https://twcinc.link/Fraud

Generosity. A variety of definitions exists for the term, but what does it really mean to be generous?
https://twcinc.link/GreaterHappiness

While sharing your financial resources to support another can be deeply rewarding, it’s crucial to approach the situation thoughtfully. TWC's Myra Salzer developed her own guide to help heirs consciously navigate the requests for personal loans.

Personal Loans: Should You Loan Money to Family and Friends? - The Wealth Conservancy, Inc. Having significant inherited wealth brings with it both freedoms and burdens, profoundly impacting various aspects of life. Freedoms can be in the form of financial security, opportunities, choice of lifestyle, and philanthropy. But often, people don’t recognize that significant wealth can also br...