Catch a Gideon

Confessions of Working Wealth

December 15th, 2006 by digerati

From a Smith Barney ad I was sent:

Wealthy? That’s not me.

Read on.

The president of my alma mater just called me for a big fat donation. He’s the Same guy who wanted to expel me 30 years ago.

46% of working wealth want to give at least $100,000 to charity in their lifetime.

55% of them don’t have a plan to do it.

My husband has been diagnosed with symptoms of ealy-onset Alzheimer’s. He refuses to talk about his estate while he can.

28% of working wealth have a family member with a significant health problem.

27% don’t have an estate plan.

Our business has grown, but my partner hasn’t. How do I tell my best friend I want to buy him out?

32% of working wealth own a business.

49% have at least one business partner.

My mom never told me how much property she had. She never told me what to do with it either.

59% of working wealth know they will receive an inheritence.

37% expect it to be at least $1 million.

My second career was a bit of a surprise to The Board. And a bit of a shock to my portfolio.

22% of working wealth plan on starting a second business.

32% would need a loan to pay for it.

My daughter just moved out. Now my mother wants to move in. Not exactly the retirement I planned.

56% of working wealth are helping to financially support either parents or children.

89% think they may need to support both.

Throw out your notions of what you can talk about with a Financial Advisor.

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