Practical Perspectives: Key financial issues for you and your family – Restaurateurs learn basics of wealth management

Description

Abstract: This article looks at the case of Tim and Roberta, who run a popular restaurant/catering service in a well-to-do suburban area. Recently, the couple has started worrying about whether they’re doing enough to manage and protect the assets they’ve worked so hard to build up over the years. Their advisor lists four specific steps they should take in cooking up a sound, comprehensive wealth management plan.