Reopening the Bank of Mom and Dad, to Help Adult Children by Constance Gustke details the now familiar story of adult children who, although graduated from college, still rely on their parents for support.
I hope you enjoyed a happy and safe Independence Day holiday and weekend with family and friends!
An interesting article by advisor Roy Diliberto “Data Gathering vs. Discovery” gets to the heart of how advisors can distinguish themselves in a competitive marketplace. Obviously data gathering is 100% quantitative and provides the basic financial information we need to do our jobs.
Respondents to the UBS Wealth Management Americas Investor Watch survey defined what it is to be “wealthy” not as having a particular amount of money but as having a “lack of financial constraints.” The findings were based on a survey of 4500 people half of whom had more than $1 million in investable assets and half with between $250000 and $1 million.
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Saving for retirement is hard work – and that’s why it helps to have a good laugh about it every once in a while.
Theodore Roosevelt once said “Nobody cares about how much you know until they know how much you care.” That old adage has become almost a customer service cliché but nowhere does our 26th president’s advice ring more true than in the financial planning profession.
In Our Ridiculous Approach to Retirement Teresa Ghilarducci a professor of economics at the New School for Social Research writes that the 401(k)/individual retirement account model a “do-it-yourself pension system” has
On July 12 2012 I had the opportunity to appear on “Straight-Up with Chris: Real Talk on Business & Parenthood” with Chris Efessiou. Chris is a successful entrepreneur and the author of CDO Chief Daddy Officer: The Business o
If you want your golden years to be well golden the Financial Services Institute Inc. recommends these three steps: Start saving in your 20s save regularly and use an investment advisor to help you to set goals and guide you. Obviously due to the power of compounded interest getting an early jump on saving for retirement is beneficial.