For Native Americans, Alaska Natives and Native Hawaiians, financial trauma runs deep, rooted in forced assimilation, ...

In other words, going against the popular opinion of funneling all of your cash into a traditional bank or retirement account and modeling your strategy around your financial life cycle.

Advisors are commonly taught the financial life cycle model that describes a path from zero to inter-generational wealth by way of several consecutive stages: Accumulation, Decumulation ...