Marketing Strategy for Financial Advisors
In my practice, I take my clients through a process of values-based financial planning, which digs into the “Why?” of their financial plan versus just the “How?” One day recently, I had a lightbulb moment: “Why aren’t I doing this for my career, my family and myself?” At 37, I’ve put six years into building […]
There was a charged atmosphere Monday night. Photo: Sean Gardner/Getty Images Sports crowds are living, breathing, palpable beings: tens of thousands (sometimes hundreds of thousands) of people crammed into an area that you would otherwise never even attempt to cram tens of thousands of people into. It can take on personalities of its own, and […]
NEW ORLEANS – Third-ranked Clemson and No. 1 LSU last played two weeks ago in the College Football Playoff Semifinal and won’t play the CFP National Championship Game until Monday evening. The long layover proved beneficial in rebuilding the teams’ health after physical games in the semifinals but have players and coaches itching to get […]
Managing finances in retirement can be difficult for a senior, most especially if someone is already strapped for cash. That makes the possibility of regular cash flow in addition to pre-existing benefit programs very attractive, and reverse mortgages can offer some seniors a viable path toward just such a path. This is according to a […]
There’s really no one way to define “” — everyone measures wealth in different ways. “I know many people who make less than $50,000 but consider themselves wealthy because of their health, family, and friends,” Douglas A. Boneparth, CFP and president of Bone Fide Wealth, which offers financial planning and advice to high-net-worth millennials, told […]