INSIGHTS
At Wealth Impact Partners, we believe that well informed clients make well informed decisions. We also appreciate that you have many demands on your time. That’s why we are committed to providing you with educational and inspirational information that is current, insightful and relevant to your financial life and business.
While we have included several educational items on this website, we also maintain an extensive library of information at our offices. If you would like to learn more or receive additional information on financial topics of interest, please contact us.
MANAGING WEALTH FOR A MORE IMPACTFUL LIFE
How to Get Your Whole Family Involved in Charitable Giving
Most of us want to do more to make the world a better place. The things that hold us back tend to be the same for most of us: time and money. We have to take care of our smaller bubbles—our families—before we can tend to the larger ones.
It Pays to Know Your Financial Personality Type
The Myer-Briggs personality inventory is a tool that was developed based on the theory that people perceive the world and make judgements based on four dichotomies: introversion or extroversion; sensing or intuition; thinking or feeling; and judging or perceiving.
Should You Use a Will or Living Trust for Estate Planning?
When we plan for the future, we tend to think about all the things we will do. What we don’t often think about—or maybe what we don’t want to think about—is what will happen if for some reason we’re not around to do those things.
3 Pro Tips for Protecting Your Home or Business (and the People in it)
For most of us, our homes are more than just places where we sleep and eat. They are safe havens where we make memories and watch over our families. Likewise, if you’re lucky enough to own your own business, that’s something you value.
Using Your Wealth to Encourage Entrepreneurship in Your Family
Many wealthy families have a strong entrepreneurial spirit. Perhaps the wealth began with an individual who built a business from nothing and that empowered and inspired future generations. Or perhaps the family is just filled with creative minds and strong business acumen.
Are You Stress Testing Your Family’s Financial Plan?
If you want to know if something will work the way it should under the most challenging circumstances, what do you do? You test it. That’s why automakers send their cars crashing into walls. They want to know how all the components will hold up.
3 Actions You Can Take Today to Enhance Your Happiness in Life & Work
As humans beings, we all want to be happy. No matter what your station in life—how old you are, what you do for a living, where you live—happiness is something we all seek on some level.
How to Avoid Common Missteps When You’re Executing an Estate
When someone names you as the executor of their estate, it’s a meaningful act. Without the right legal and financial guidance during estate administration, it’s easy to make mistakes.
5 Tips Successful People Use to Get Better Results from Negotiations
Here are some proven insights to increase your likelihood of getting positive results out of negotiations.
Helpful Advice Should You Ever Receive a Major Medical Diagnosis
While you can never really prepare yourself for a serious illness, there are some things you can contemplate to be better equipped should such an event occur.
3 Ways to Maintain More Control Over Your Trust
There are a lot of different financial or personal reasons for setting up a trust, and they can have a lot of valuable benefits. But there can be risks with trusts too.
Using Insightful Questions to Increase Your Success in Life
One of the great underrated skills in both life and business is the ability to ask questions and listen to the answers. It sounds simple, and yet it’s much harder than you might think.
Is Your Life Insurance Policy at Risk?
One of the biggest risks and opportunities in the marketplace right now is life insurance policies that have not performed as illustrated. The biggest reason this is happening is that we’ve seen over a decade of historically low interest rates.
Meeting with Your Financial Planner to Not Just Review, But Reflect & Refine
Most folks who have financial advisors tend to sit down with them on an annual basis and review their accounts. And that’s really all they do. That’s part of an annual review meeting for sure, but it’s so much more than just that.
Don’t Let the Tax Tail Wag the Dog
As we move into tax season and a new tax law goes into effect, a saying springs to mind that we at Wealth Impact Partners have repeated frequently over the years: “Don’t let the tax tail wag the dog.”
CASE STUDIES
LIFEPRINT™ PLANNING PROCESS
Read examples of how our planning process can be a catalyzing force to help families discover previously unimagined excess wealth and the financial freedom to live more and give more.
UNDERWRITING ADVOCACY
Discover the impact professional underwriting advocacy can have on the price of your life insurance policy.
POLICY MANAGEMENT
See how professional life insurance policy management can form a durable bridge connecting your expectations of promised policy benefits with actual results.
LIFE SETTLEMENTS
There are numerous situations when insurance policies need to be changed or are no longer needed. In cases like these, a life settlement can provide an attractive alternative to surrendering or lapsing the policy.
GUEST SPEAKER PROGRAMS
Ron Ware, founder of Wealth Impact Partners, is a personal legacy advisor who educates, motivates, and empowers individuals, families, and business owners to clarify the purpose of their life and their wealth. He helps them think deeply about what’s possible, affirm what they really care about, and confidently plan to make a significant impact on the people, causes and organizations they care about most.
Ron is a gifted and passionate speaker who teaches regularly on behalf of tax, legal, financial, and other professional colleagues and charities.
If you are interested in booking Ron as a speaker for an upcoming meeting, event, or audience – or if you want Ron to conduct a customized, private session for your clients, advisors or charity –
please call or email Glenna Mann at: 781-489-9802 / glenna@wealthimpactpartners.com.
Listed below are some of his most popular presentations that can be tailored for your organization.
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NEWS
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VIDEOS
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Wealth Impact Partners
E: info@wealthimpactpartners.com
175 Highland Avenue
Suite 401 Needham, MA 02494
P: 781.489.9800
1415 W. 22nd Street
Tower Floor, Oak Brook, IL 60523
P: 847.595.1970
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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