We recently met a new client because her existing advisor had passed away. She confessed that finding a new advisor was overwhelming for her. We wanted to take this opportunity to assure our readers we have a written continuity plan in place for a premature death or disability to a partner.
Treat everyone you meet like you want to be treated. Strive for excellence, not perfection. Return borrowed vehicles with the gas tank full. Compliment three people every day.
Common Money Launderers The U.S. Treasury Department has identified certain types of businesses that may lend themselves to money laundering and may warrant increased scrutiny for money laundering.
Understanding the Roth IRA phase out process is essential if you plan on contributing to one. Roth IRAs can be a viable investment to consider-if you qualify to contribute to them.
After a complicated year, the next dawns with new opportunities. Now is the time to think about the new year and plan for action. The start of a year is the right time to work on a dream or two. It is also an excellent time to adjust or refine a financial strategy. As we bid farewell to 2022, we are thinking of you—and we hope this new year brings joy, peace, and happiness to you and all those you love.
The Appeal of Low-Risk Investments I have many clients who may be influenced by their parents who lived through the Great Depression or may have lived through at least part of it themselves. They may remember that taking even modest investment risks can bring financial catastrophe. For this reason, many senior clients will be seeking safety of principal and generation of income, not growth, during retirement. A good amount of my older clients frequently say they are not looking for a roller coaster ride. Many are typically looking for a predictable strategy with as much financial confidence as possible.
