The Evacuation Checklist - Below is a checklist of to-dos for both yourself and anyone else who lives in your household (this should include spouses, partners, children, elderly, and pets in your care).
This Article was first published on RetirementInvestor.io. If we truly want to discuss the “market”, we need to define it, and one way to measure the performance of a particular market is by looking at an index.
“I just don’t want to make the wrong decision” is a common concern we hear as financial advisors. Often, prospective clients come to us after they’ve already made a mistake and they’re trying to avoid additional ones that could be even more costly.
Think before you click… or speak. Whether over email or phone, make sure the person on the other end is who they say they are. Avoid clicking on emails that have a sense of
I took a little time away from the office to enjoy a cup of coffee at a local coffee shop. Because it was a weekday morning, there were quite a few business people meeting there too. As I sat down to enjoy my newspaper, I couldn’t help but overhear a conversation next to me between a “financial advisor” and a prospective client.
As many of our clients grow their businesses, we have helped them replace their existing company retirement plans with 401(k) plans. In general, 401(k) plans can provide more options and flexibility than other types of retirement plans. Here, we will explore some of the key attributes of 401(k) plans and the potential benefits they can provide on both a personal level and in various aspects of managing your business.
Karen and John have done well in both their professions and their portfolios over the last 25 years. They have two children, and all four members of the family are animal lovers. Both John and Karen have become actively involved with their local SPCA.
It’s hard to find the right time to discuss information your loved ones will need once you are gone. Initiating that discussion well ahead of time is a gift.
Reducing our mental load is important as we head into 2022, especially after the past two challenging pandemic years. As a result, I’ve listed five tips I’ve used to keep on top of things during pandemic life.
The intellectual challenge of helping clients plan amid intersecting financial systems makes the job of a financial planner extremely fun. And for me, going to law school was about learning another system/lens through which to make sense of financial decision-making.