Financial Planning for Young Adults

Financial planning services are important for young adults, whether they plan on going to college or entering the workforce for the first time. From knowing how much to contribute to your employer matched 401(k) to determining the right amount of money to save for a down payment on a house or car, financial planning services can help young adults have bright financial futures. Here are some of the ways that financial planning can help.

By |2018-09-10T15:03:16+00:00August 29th, 2018|0 Comments

4 Life Events Financial Advisors Help With

There are certain times in your life when you’re more likely to reach out to a financial advisor. However, it’s beneficial to have a financial advisor to help you no matter which phase of life you’re in. Here are four life events your financial advisor can help you with.

By |2018-08-16T23:25:47+00:00June 18th, 2018|0 Comments

Traits to Look for in a Financial Advisor

When it comes to choosing a financial advisor, two firms might seem the same on paper. Perhaps both financial advisors hold similar credentials or claim to have the same perspective on investing. However, choosing the right financial advisor consists of more than just identifying their credentials. You should find someone that has the right personality to be a good financial advisor. Here are some traits to look for.

By |2018-08-16T23:28:35+00:00June 18th, 2018|0 Comments

What Can Happen if You Don’t Save Enough Retirement Money

There are three important aspects of your retirement plan: what you’ve personally saved and invested, employer contributions and pension plans, and social security. With the future of both employer-sponsored retirement plans and social security in question, the burden of saving for retirement largely falls on you as the retiree. If you are stuck between making a frivolous purchase or investing in your retirement account, consider what can happen if you don’t save enough money for retirement.

By |2018-08-16T23:29:00+00:00June 11th, 2018|0 Comments

The Role of Financial Advisors in Family Finances

Financial advisors are not just for the ultra wealthy. Financial advisors can help everyday families in numerous ways, from saving for retirement to general financial advice. Here are some of the ways that a trusted financial advisor can help with your family finances.

By |2018-08-16T23:27:01+00:00June 7th, 2018|0 Comments

Wealth Management for $5 Million: How to Choose the Right Advisor

With a net worth of $5 million or more, you are probably familiar with the basics of wealth management. You know that you need a diverse portfolio, estate planning assistance, and careful guidance as you make the financial decisions that could have a long-lasting effect on you and your family. However, you may still be searching for just the right advisor. Here’s what to look for.

By |2018-06-01T20:52:50+00:00March 8th, 2018|0 Comments

Wealth Management for $10 Million: Planning Your Legacy

If you have an ultra high net worth of $10 million or more, you probably already understand the basics of wealth management. Yet the bigger your estate, the more critical each decision can be, not only for you but also for your heirs. Take some time with your wealth manager to review and rebalance your portfolio to be sure you are maximizing your investments, and then sit down to create a careful estate plan.

By |2018-06-01T20:35:24+00:00March 8th, 2018|0 Comments

6 Estate Planning Mistakes to Avoid

If you have a high net worth, you probably already know how critical it is to have a fully realized financial plan that you revisit regularly. Yet high net worth individuals are not immune to common wealth management mistakes. Because your portfolio is likely complex, it can be confusing, and you stand to lose quite a lot if you miss certain key factors. Some of the most common mistakes that high net worth people tend to make are in the areas of estate planning.

By |2018-06-01T20:38:45+00:00January 16th, 2018|0 Comments

Wealth Management for $1 Million: Choosing the Right Advisor

If you have made your first million dollars, congratulations! They say the second million is a lot easier to earn. But for now, you have probably come to realize that your money can no longer simply live in a bank. To make the most of it, you will need to enter the frightening world of wealth management. Fortunately, a good wealth management advisor can put you on the road to success, creating a diverse portfolio and trading as needed to maximize your investment. Here’s what you need to know to choose the right advisor for you.

By |2018-06-12T15:13:54+00:00January 12th, 2018|0 Comments

Wealth Management Advice for Dentists

Dentists who choose to go into private practice need to think like business owners. In addition to keeping up with the latest techniques, technologies, and best practices regarding dentistry, you also need to grow and protect your business. Wealth management becomes extraordinarily important so that you can provide for your family both now and in your retirement years. Here is some practical wealth management advice for dentists.

By |2018-06-12T15:12:21+00:00December 7th, 2017|0 Comments