Blog

The world of apps and technology is ever growing… and at times can seem overwhelming. But with that also come many resources and information made more readily available to us. Case in point, Zirtue is an app that inheritors and wealth holders can use to track personal loans. It helps people navigate the details of […]

Wealth is often viewed as a symbol of success and achievement, bringing with it a multitude of opportunities and privileges. However, it also presents its fair share of challenges that can impact individuals, families, and society as a whole. While the abundance of resources can lead to improved living standards and financial security, it can […]

Financial issues, be they from disagreements over money, financial stress, differing priorities, or other financial problems, have been recognized as a common factor contributing to divorce. In our statistically invalid observations among clients of The Wealth Conservancy, it does seem as though clients who have co-mingled funds have fewer conflicts when they have financial agreements […]

The Wall Street Journal had an article in its July 26, 2023, edition titled, ‘Splitting a Home with Family or Friends?  Get a Lawyer.” It doesn’t take much of an imagination to guess what the article was about. Of course, if you buy a vacation home with friends or inherit one with your siblings, you’re […]

Post by Myra Salzer I recently bought a second electric car (we’ve owned a Tesla Model Y named “Hendrix” for a few years). My reason for buying a car was because my old Audi of 20 years made me nervous.  In the last six months, it had to be towed twice and parts were getting […]

Businesses in every industry are constantly seeking innovative ways to streamline their operations and enhance the customer experience. Since the pandemic, one area in particular that has undergone significant transformation is point-of-sale (POS) software (previously known as the cash register and tip jar). Technology has revolutionized traditional cash registers, enabling retailers to leverage sophisticated systems […]