How can generational planning help secure your family’s wealth for the future? Today on The Truth About Wealth, John and Michael Parise get together for a follow-up from the previous episode about upline generational planning. This week, they explore two case studies: the first concerning a family business owner with asset protection needs due to …

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Why is generational planning crucial for protecting your family’s wealth? Today, John and Michael Parise discuss upline planning with a focus on the importance of generational planning and asset protection. They highlight the potential conflicts within families during asset distribution and the value of trusts.  John and Michael also explore a strategy to maximize income …

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How can you secure your family’s future wealth?  In short, anticipate change, stay informed, and reach out to your advisor. This week, John and Michael Parise elaborate with a discussion about the importance of proactive wealth management. They highlight the need for individuals to ask questions, educate themselves, and consult with their advisors to secure …

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As you transfer your hard-earned assets to your children and groom them to assume control of the family business, you likely want to imbue them with your core family values and an entrepreneurial mindset. But how do you initiate an open dialogue? When is the best time to do it? John and Michael Parise answer …

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Why is estate planning crucial for younger families? Chris Ruffino joins Michael Parise to talk about estate planning and why it’s important not only for older generations but for younger families, too. Together, they go over topics such as guardianship, trusts, asset protection, privacy, and coordination of planning between generations.  Michael and Chris discuss: Why …

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There have been recent changes in tax laws for Roth accounts.  Ready to go over them? In this episode, Chris Ruffino and Michael Parise go into the basics of Roth accounts and the recent changes in tax laws.  Chris explains the difference between traditional IRAs, and Roth IRAs while introducing the concepts of a ‘backdoor’ …

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Every strong family is like a winning team, and just like any successful team, they thrive with the guidance of a dedicated coach.  Alex Kirby, the Founder and CEO of Total Family Management, joins John and Michael Parise to talk about the concept of family coaching. Alex explains how his company helps families improve their …

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Do you have a plan for the backstage of generational wealth management?  If you don’t, it’s never too early to start capturing the history and values of your family founders. In this episode, John and Michael Parise discuss the importance of planning for the backstage of wealth management, particularly in the event of the passing …

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Ever wondered about the journey of the coins in your pocket? This week on The Truth About Wealth, John and Michael Parise from Copper Beech Financial Group dive into this fascinating world with David J. Ryder, who served as the U.S. Mint Director under two different presidents.  From his early days on Wall Street to …

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What if your financial advisor cared about the next three generations of your family? In this episode, Copper Beech’s newest advisor, Chris Ruffino, sits down with hosts John and Michael Parise to answer this pivotal question. Together, they illuminate the multidimensional, generational approach that Copper Beech takes towards financial planning. John, Michael, and Chris discuss: …

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