As a business owner, you understand the importance of planning. You plan out inventories, employee work schedules, customer meetings, and revenue projections. But have you given serious thought to planning out what will happen when it’s time for you to step away from your business? This is …
Published by Paul West | @PaulWestCoach I’ve been a working financial professional for 19 years. I’ve traveled a good amount of that time all across the U.S.; I’ve never freed up my schedule to commit to be a coach for my kid’s activities. This year was different. I agreed to help coach my …
Published by Rob Furlong One of the biggest debates in the investment world right now is the question of whether investors are better served by active or passive approaches. Each camp makes passionate arguments for their side, but for now passive investing is winning the battle by gathering …
Published by Andrew Rogers Financial Advisors around the country are talking about the massive transfer of wealth that is going to take place over the next 30 years, with an estimated $30 trillion transferring from Baby Boomers to Generation X to Millennials.
For many, logic says, “I need help with my finances, so I’ll hire a financial advisor.” I believe this is why there are various financial advisors that set up shop in convenient areas and make it very easy to open up investment accounts.
Published by Omani Carson | @RCHusker Many financial advisors are worried about the new Department of Labor (DOL) rule requiring them to put their clients’ interests above their own financial gain when offering individual retirement advice. One big concern is that compliance will be burdens …
It can be a confusing process for the uninitiated when it comes to estate planning. Do I need a will or a trust? What is a trust? What is probate? What will happen to my assets when I die?
