Having access to tremendous wealth can’t help you control the uncontrollable. Whether it’s the COVID-19 pandemic or the stock market crash, there are things in life that we have no control over. However, you can change the way you think about problems out of your control. This week, John and Michael Parise welcome their returning …
We’ve all heard the phrase “money can’t buy happiness.” The COVID-19 pandemic has made the relationship between money and happiness more daunting and adding social media to the mix only complicates the matter. In this episode of the Trust About Wealth, John and Michael Parise sit down with learning specialist Aprajita Anand. Known as the …
In business, owners retiring, passing away, or leaving are instances that happen more frequently than we may think. So, how to incorporate this information into a written agreement, especially when someone passes away? John and Michael Parise from Copper Beech Financial Group are here to answer this and more! This week, John and Michael unpack …
The past two years have caused multiple stressors in the financial marketplace. Inflation, oil prices, the uncertainty of the dollar, global issues, the war between Russia and Ukraine, and others have made decision-making around our financial future a more daunting task. But don’t worry. John and Michael Parise from Copper Beech Financial Group are here …
The COVID-19 pandemic shifted the way industries have conducted business. Many companies shifted to a remote working model. However, what happens when companies try to get employees that have been working remotely throughout the pandemic to come back into an office setting full time? In this episode, John and Michael Parise discuss the challenges that …
So you’re looking to sell your business. Remember, you can’t spell succession without success. In this episode of The Truth About Wealth, John and Michael Parise cover all the options you have when selling your business. John and Michael detail how to determine the right time, the timelines you should follow, and the pros and …
Do you know what to do when the markets are saturated? A good idea is to reallocate your assets to protect your investment portfolio. This week, John and Michael Parise go back to basics with a conversation on asset classes. They categorize them while explaining what to do with them, what to expect from them, …
Right now interest rates and inflation are higher than most of us have ever seen. The market is changing and in the next 18 to 24 month it will look different than the slow rise that we have been used to seeing in the past 12 years. In this episode of The Truth About Wealth, …
If you are set to have an estate tax, how might that tax get paid? Can we get that tax to zero? In this episode, John and Michael discuss their approach to estate taxes. In their approach, taxes are voluntary and planning is essential to ensure your loved ones have a plan and the means …
In today’s market, many investors and clients are coming off of a decade of strong stock market wins and are now wondering, what’s next? With inflation concerns running rampant, many people are starting to look at the real estate asset class for answers. In this episode John and Michael Parise welcome back guests Steven Kantor …