03/29/2022
Thank you to Amy Castoro of the Williams Group for this Great Article “Whose Money is This?” Part 3: Defining Values, Amy writes, “Understanding the family values enables the next generation to more easily cultivate what is meaningful for them..” … “A family value of contributing to society… becomes a way for them to feel good about themselves and belong to the larger collective in ways that are meaningful to them.”
"Whose Money Is This?" Part 3: Defining Values
Ensuring wealth is a force for good, in a family and the world, is a team sport. Start training client families now.
03/10/2022
The culmination of successes that women have achieved through the years cannot be expressed enough, but on this one day we celebrate their achievements and raise awareness about women's equality: https://bit.ly/3sGDhxm
02/09/2022
Thank you to Amy Castoro of the Williams Group for this Great Article “Whose Money is This? Part 2 Build Relationships Based on Trust.” Amy writes about the important steps that are often skipped when parents are preparing their next generation for wealth transfer.
"Whose Money is This?" Part 2: Build Relationships Based on Trust
Families don’t just pass on wealth; they pass on communication strategies they learned from the generations before them.
02/09/2022
We’re a proud supporter of month in February. One of the main reasons people buy life insurance is because they love someone and want to protect them financially. Getting life insurance is an expression of love that goes beyond words.
12/23/2021
Thank you to Amy Castoro of the Williams Group for this Great Article “Whose Money is This? Part 1 Prepare the heirs”
Amy writes about the important steps that are often skipped when parents are preparing their next generation for wealth transfer.
"Whose Money is This?" Part 1: Prepare the Heirs
Heirs already know they're rich, and they are likely asking serious questions of themselves, and maybe each other, but often not their parents.
09/13/2021
Having a well-thought-out estate plan is vital to anyone who wants to protect their loved ones and assets. Can you check off everything on this list? Group
09/07/2021
Thrilled to share Maria Rosati's recent in Thrive Global and Authority Magazine. It has been wonderful & very satisfying being part of your amazing ! So proud of you & all that you have accomplished! For all my female allies & our male supporters, I celebrate YOU!!
Maria Rosati
Entrepreneur, Content Visionary and Marketing Strategist Member of Chief & NYC Ambassador for Engage Women
For me patience, discipline and optimism are the keys to building my business. I hope to be joined by more female founders and to see more female lead companies during this period of the . Thank you Thrive Global and Authority Magazine for interviewing me for your series.
Maria Rosati of Eminence Communications: “Patience ”
Maria Rosati of Eminence Communications: “Patience ”
1. Patience — it takes time to build anything whether it’s a business or a house 2. Discipline — you are always on as a founder, you are your company’s brand ambassador 3. Extrovert — I am an only child and a natural extrovert who is very comfortable networking which goes back ...
08/30/2021
A top money mistake is failing to understand and use compound interest. Forbes notes that "most people...mistakenly think that investing a small amount of money will never grow to anything significant so they don't invest it at all." A financial professional can help you better understand the eighth wonder of the world and how it can benefit you and your money goals.
08/30/2021
Here's some principles on how to not be too much of an idealist when it comes to creating your budget
08/23/2021
Make saving a priority. If you're looking to see your savings grow (as you should be!), consider automating your savings. For example, make a goal to automate a certain amount of money from every paycheck into your overall savings, investments, and/or retirement accounts. Watch your savings grow without even having to think about it!