Exploring the value of cultivating a financial mentor, a professional who can guide you and help you develop your financial strategy. How the financial mentor can help an investor, and what role they play in helping an individual make important decisions.
Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.
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.
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.
It’s important to keep your personal data safe, both on- and offline. Learn some important identity theft prevention tips here.
Help your clients and contacts to understand the whens and wherefores of adjusting their retirement strategies with our new article.
