Seeking a Better Work Life Balance
I recently realized the majority of my clients are highly successful professionals seeking a better life balance. Fortunately, my advanced financial planning process helps with that.
I recently realized the majority of my clients are highly successful professionals seeking a better life balance. Fortunately, my advanced financial planning process helps with that.
I promised I would share some thoughts of both positives and negatives with Direct Indexing. Here they are.
There are lots of studies in my world about added value advisors bring to clients. This is usually referred to as Advisor Alpha. I thought I would break it down and focus in on the two most impactful factors.
Now that Covid is "over," the number of retirement dinner seminar invitations are on the rise. Let me share some thoughts on what to expect at this type of sales event. And it is a sales event.
I often am asked whether there are taxes in retirement. I thought I would reshare an article I wrote some time where I answer this common question.
The market has seen a tremendous amount of growth over the last decade plus. I thought I would share a quick rule on projecting out some compounding estimates.