Friesen Flash Reports

WEALTH PLANNING

• What is Wealth Planning, Really?
• Working with the Right Advisor
• Stress Test Lessons for All of Us
• The Importance of Stress Testing Your Wealth Strategies
• How Playing the Long Game Could Help Build Wealth and Success
• Four Ways the Super Rich Manage Their Wealth
• What's Your High-Net-Worth Personality? 
• The Super Rich Stress Test Their Financial Plans - And So Should You

WEALTH PROTECTION

• The Super Rich's Three Big Fears and How They Work to Overcome Them
• Sudden Wealth:  What Should You Do If You Strike It Rich?

HEALTH

• Managing your Health in a Post-COVID-19 World
• It's Time to Get Serious About Your Happiness
• What To Do When Your Doctor Has Bad News

LIFESTYLE

• The Surprising Power of Connectedness
• Navigating Credit Card Rewards During COVID-19 Times and Beyond
• Meditation: Successful Leaders Do It and Here's Why You Should Too
• Reclaim Your Time
• Buy Experiences, Not Stuff. Here's Why 
• Boost Your Efficiency and Effectiveness - at Work, at Home and in the World
• The Power of Purpose in Reaching Audacious Goals
• Savvy Negotiating:  To Get the Moon, Ask For the Stars

ESTATE PLANNING

• Preparing Heirs for Their Inheritance 
• Choosing an Executor for Your Estate

PHILANTHROPY

• Five Reasons to Make Philanthropy a Family Affair

BUSINESS

• Don't Leap Before You Look
• Insightful Questions That Can Ramp Up Your Success

FAMILY

• The Many Benefits of Building a Family Brand 
• How to Help Parents and Yourself Live Better at 80, 90 and Beyond
• Peace, Love and Understanding:  Help Your Heirs See Eye-to-Eye About Family Wealth
• The Value of Multigenerational Family Meetings 

INSURANCE PLANNING

• "We, the Family": The Benefits of a Family Constitution
• Three Questions to Answer Before You Purchase Life Insurance

Please feel free to share these articles with friends and family and contact us at 403.776.6220 with any questions or to discuss how our team can help you further on this topic.

David Friesen is the founder of Friesen Capital Management, an advising practice at Richardson Wealth. The opinions expressed in this report are the opinions of the author and readers should not assume they reflect the opinions or recommendations of Richardson Wealth Limited or its affiliates.

ACKNOWLEDGMENT: This article was published by the VFO Inner Circle, a global financial concierge group working with affluent individuals and families and is distributed with its permission. Copyright 2020 by AES Nation, LLC.