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Wealth Resources

Visit this page regularly to find the latest news, statistics, events,games and organizations about managing wealth, financial parenting and high net worth lifestyle choices. Click on the selection below that best describes what information that interest you. For additional information click on Reviews and Press Coverage.

Wealth Games

Are you looking for a fun way to teach your kids about finance? Go to our Wealth Games page and you will find all types of games, from board games to simulations, from family games you can play together to internet challenges played around the world.

Financial Parenting Tools

Sometimes games are not the right answer to teaching your children Financial acumen. Go to our Financial Parenting Tools page and you will find spreadsheets to help teach financial values, budgeting and allowance.

Wealth Articles

Wealth Statistics

  • More than 33% of investors with more than $500,000 in investible assets have lost faith in the “fairness of the market” according to a survey from Cisco’s Internet Business Solutions Group titled “Winning the Battle for the Wealthy Investor.”
    •  Half expect to delay retirement because of their losses
    •  Of the 29% of respondents who are under 50, more than 25% switched advisors in the past two years (compared with just 7% of baby boomers and older who switched)
    •  33% of the under 50 group plan to leave their advisers in the next year compared with 8% of baby boomers
  • China now counts 960,000 individuals with a personal wealth of $1.5 million, up 9.7 percent from the year before, according to the annual Hurun Wealth Report 2011, published by a luxury publishing and events group in Shanghai.
    Luxury sales grew 16% in China in 2009 despite global recession, according to a McKinsey & Co. report titled “Understanding China's Love for Luxury.” 
    •  By 2015, they are expected to reach $27 billion, up from the $12 billion rung up last year.
    •  The 13 million households currently comprising China’s upper middle class (with incomes between the equivalent of  $15,000 to $30,000) will grow to 76 million households in this income range by 2015, according to the same McKinsey study.
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