AssetTree Wealth Management

10/05/2026

Don't retire. This article describes what to do instead: Find a new identify, discover purpose, develop structure, control ego, and find your tribe.

10/02/2026

There is an 81.5% success rate when stocks are rising and inflation is modest. The chances of success plunge if inflation is elevated or markets are soft.

09/30/2026

Explore how the Great Wealth Transfer could leave more women inheriting family businesses and the choices and responsibilities that come with ownership.

09/24/2026

Retirees often underspend despite strong finances. This piece explains why spending feels risky and how behavioral strategies can make retirement income easier to use.

09/23/2026

Progress beats a perfectly optimized plan. Even a signed beneficiary form today protects a family more than a theoretical perfect plan that never gets done.

09/16/2026

A will helps ensure that your property goes to your chosen beneficiaries.

08/31/2026

As retirement gets closer, one of the biggest questions is how the savings you’ve built will eventually turn into income.

08/28/2026

You may have a specific number in mind for when you'd like to retire, but that isn't all that you should consider.

08/19/2026

08/13/2026

How much should you really have saved by your 30s and 40s? Most workers save less than the recommended 15% for retirement, and the gap often starts early. Raising contributions in your 20s or 30s gives your money more years to grow. Debt, retirement plan loans, and cash-outs after job changes can ma...