The Leaflet

Inheritance, financial planning, investing, and philanthropic news

I got an inheritance - what should I do with it?

I got an inheritance - what should I do with it?

Wondering what to do with an inheritance? I break down the 6 steps every young inheritor needs to know. Learn why rushing into decisions is the biggest mistake new inheritors make, and discover the strategic moves that can help you spend, grow, and give your wealth in line with your values. 

Read More
3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic
Inheritance, Podcast, Investing & Markets Katherine Fox Inheritance, Podcast, Investing & Markets Katherine Fox

3rd Quarter Market Recap: Riding the Volatility Wave - Why Millennial and Gen Z Investors Shouldn't Panic

Join me as I unpack how the Fed's rate cuts, election buzz, and global uncertainty drive stock market volatility. This short, jargon-free market recap has the news and advice you need, whether you're a crypto connoisseur or still trying to figure out what a stock actually is.

Read More
7 ESSENTIAL Mediation Strategies for Conflict Resolution in UHNW Families

7 ESSENTIAL Mediation Strategies for Conflict Resolution in UHNW Families

Essential techniques for navigating disputes and tension in ultra-high net worth (UHNW) families. In this guest post from Suzy Reidman of Given Not Earned, you’ll get practical tips for brainstorming solutions, setting expectations, and implementing a conflict resolution process to preserve family harmony during family business and inheritance discussions.

Read More
Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)
Inheritance, Investing & Markets, Podcast Katherine Fox Inheritance, Investing & Markets, Podcast Katherine Fox

Breaking the Silence: Why Your Parents Won't Talk About Their Money (And How to Change Their Minds)

Dive into that awkward money talk you've been avoiding with your folks. In this episode, I give you the tools to break the ice and get the lowdown on your family's finances without starting World War III at the dinner table. 

Because most of us never got a crash course in "How to Handle Your Family Fortune 101." 

Read More