Stock quote: "If you forget the goal of life and get caught in the pleasures of the world, you will come to envy those who put meditation first." Well Balanced Vol. 31 is a round-up of topics to help you get today right.  

As you enter new stages of life, your insurance needs evolve. Review your current policies to ensure you have the right coverage without overpaying, and consider consulting a financial professional.

Mike Nesheim explores current gift tax limits and related financial planning topics. Discover ways to maximize your wealth transfer potential while optimizing for tax liabilities.

Market Dips and Corrections — These words can feel like euphemisms when we see the value of our assets in decline. That said, when we look back, we know that market prices go through periods of ups and downs, especially in the short term.

Creating fun, engaging experiences for your children can help them get a better grasp on money and help them on their path toward a solid financial future.

Vector’s Chris Wagner discusses intra-generational wealth transfer, offering practical insights to help ensure a seamless transition of assets. Topics range from the importance of beneficiary designations to the nuanced roles of wills and trusts.

The Olympics symbolize the importance of preparation, position, and long-term vision—principles that are equally vital in guiding your financial journey.