by Sumit Selli | Nov 1, 2022 | Sumit Selli, Wealth Management
If you have recently inherited a large amount of money, it’s essential to consider how you will use it. Inheritance can pay off debts or be invested. However, depending on your financial situation, it might be better to use it for something else. An inheritance...
by Sumit Selli | Oct 11, 2022 | Sumit Selli, Wealth Management
Personal finance is a vital topic that young adults should be taught as they enter the workforce. In addition to being taught in schools, financial literacy should also be conducted in colleges and universities to equip teenagers with the necessary skills to manage...
by Sumit Selli | Sep 9, 2022 | Sumit Selli, Wealth Management
Getting in touch with a financial adviser can benefit many people. It can help them better understand their financial situation and develop a plan to help them manage their money. A good adviser will also help you identify areas of concern and create a strategy that...
by Sumit Selli | Aug 11, 2022 | Sumit Selli, Wealth Management
A study by the Williams Group found that around 70% of wealthy families lose wealth during the second generation, and about 90% go through the third generation. With these statistics, it’s no wonder people are starting to think about their financial future. A...
by Sumit Selli | May 25, 2022 | Sumit Selli, Wealth Management
Depending on your interest level in the financial sector, you may or may not have heard of the term wealth strategy. As the name suggests, a wealth strategy is a plan or timetable for building wealth. Now, there’s quite a lot that goes into this term. It incorporates...
