Written Articles
View AllWhat’s Your Money Story?
Knowing your Money Story is powerful. Once you have a better sense of the factors and experiences that shape your relationship with money, you can more effectively identify barriers and gaps in your knowledge
By Linda Davis Taylor
June 17, 2021How to Tell Your Philanthropy Money Story
Philanthropy offers an opportunity for families to connect in a way that may be less contentious than other potentially taboo money topics, such as inheritances and personal spending habits.
By Linda Davis Taylor
April 20, 2021Why Financial Literacy Isn’t Enough
Financial literacy alone is not the “magic key” to unlocking generational financial success.
By Linda Davis Taylor
February 24, 2021Designing Your Family’s Future: Lessons from 2020
Having navigated relentless worries over the health and safety of our families in 2020 means we should be able to take on just about any tough issue—even those that were previously considered contentious, such as talking about money.
By Linda Davis Taylor
January 15, 2021Building Financial Resilience: Lessons From Disruption
Uncertainty is likely to be with us for the foreseeable future, but how we respond and adapt to that reality is within our control when we openly address our financial vulnerabilities and take steps to minimize them.
By Linda Davis Taylor
October 27, 2020The Importance of Your Financial EQ
When we speak about money, we often focus on the technical aspects of our financial capabilities but being in touch with our emotional intelligence is equally, if not more, important.
By Linda Davis Taylor
September 29, 2020Forging Family Partnerships: 3 Tips for Building Trust
Given that discussing financial goals and plans with loved ones has always been challenging for many, this time of disruption calls on us to bring new candor and focus into the family dialogue about money.
By Linda Davis Taylor
August 31, 2020The Financial Education Experience We Need Right Now
We have the ability and the knowledge to create lasting and meaningful change now. Let’s not lose this opportunity.
By Linda Davis Taylor
July 28, 2020Building Family Wealth Values in the ‘New Normal’
Both during lockdown and in our eventual “new normal,” the family unit will be the main source of reflection, knowledge and decision-making—playing a pivotal role in each member’s financial and personal journey.
By Linda Davis Taylor
June 22, 2020Why Now Is the Perfect Time to Be Vulnerable About Money
Money has never been an easy topic to talk about, but there can be a powerful meaning that comes from sharing our skills and financial knowledge.