Muhlenkamp Library
Muhlenkamp Library

(724) 935-5520
Muhlenkamp & Company
5000 Stonewood Drive
Suite 300
Wexford, PA 15090

Estate Planning

Thoughts On: Stewardship

November 7th, 2024|Categories: Estate Planning|

Money is a private thing, it’s nobody else’s business, and it has sundered a number of families. That’s all true. But lack of planning about money has bankrupted and ruptured a lot of families as well. So, it is a topic worth discussing but needs to be thought through first. I start by discussing hopes and dreams and plans for achieving them. I don’t like the phrases “estate planning” or “financial planning” or “retirement planning,” because it is too easy to put off conversations and decisions to “tomorrow,” only tomorrow never comes. Make and execute plans today and discuss them [...]

Talk to Your Children About Money: From Saving to Financial Legacy

December 2nd, 2020|Categories: Estate Planning, Saving|

WHY DO WE SAVE MONEY? There isn’t a shortage of information surrounding why to save, how to save, and where to save.  And after all, we have to plan for the unexpected and the expected—your first home, kids, college, retirement, and job loss. The list goes on.  One thing for sure, saving can be a team sport for you and your family if you encourage it to be. So, talk with your children about money. HOW DO YOU ANSWER THESE QUESTIONS? Why do you save money every month? When do you plan to retire; earlier than the age of 66? [...]

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