Your Estate Plan May Not Control Your Money
The family discovered the problem after the funeral, when someone finally had to call the bank. The house still had expenses. Legal bills were beginning to arrive. Taxes
A personal journal on wealth, structure and the freedom to choose
Architect of Wealth
Money is easy to measure and hard to understand. This is a place to think slowly about the decisions that quietly shape a life — the ones that look sensible at the time and turn out to matter more than anyone expected. Written by Anatoly Iofe, founder of IceBridge Financial Group, for anyone building something worth protecting.
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Recent essays
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Many people with serious wealth have insured the house, the cars, the art, the business, and the liability exposure. Then they have underinsured — or never properly insured — the
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One client I worked with managed her portfolio for more than a decade without a dedicated advisor. Not because she couldn't afford one. Not because she
Phantom Income Is Real Money
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Divorce Is a Liquidity Event Nobody Plans For
Every serious wealth plan accounts for death. Almost none account for divorce. That asymmetry is strange, given the odds. And it is expensive, given what divorce actually does
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