A conversation with SHARON LECHTER, co-author of Rich Dad, Poor Dad and the Rich Dad series of books, and MELISSA MONTGOMERY-FITZSIMMONS, Director of Wealth Planning for First Western Trust Bank. Transferring Wealth While Avoiding “The Age of Entitlement” Raising the Next Generation to be Financially Responsible  

Since the beginning of 2010 the tax landscape has undergone significant changes for the highest tax brackets. Earlier this year, the headlines were dominated by monumental healthcare reform and the debate surrounding it, today we have a piece of legislation that transforms the financing of U.S. healthcare with the revenue generated through a new 3.8 percent Medicare surtax… Read More