Posts by Meggan Carroll
How Can You Ensure the Success of Your Successors?
As a fan of HBO’s recent hit show “Succession,” I’ve noticed the topic of succession planning travel from my professional world to my personal life. And as a member of the Millennial generation[i] with Baby Boomer[ii] parents and clients, the show has brought up some questions for me as to what “the great wealth transfer”…
Read MoreManaging the Rising Costs of Higher Education
If you have a child or grandchild in high school quickly approaching college age, the cost of education is likely on your mind. According to the National Center for Education Statistics, college costs have increased by more than 180% since 1980, and half of all bachelor’s degree recipients from public or private colleges graduated with…
Read MoreHow Our First Advisors in Life Become the Stepping Stone to Finding the Next Advisor
I remember when I first realized that my parents had an identity beyond being my parents. At my first “real” job I became co-workers with people my parents’ age. I realized my parents have co-workers, deadlines, hobbies, bills, and ambitions of their own. It was quite a shock! As I continued into adulthood, I realized how much effort and…
Read More