Engaging in a Client-Centered Discovery Process with Trey Nelson
Steve Atkinson talks with Trey Nelson of Collective Wealth Advisors about what stepping back to reflect on your practice can teach you and how to position it to better serve clients and grow.
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Read MoreIntegrate Your Personal Values and Financial Goals with ESG Investing
The following is an adapted excerpt from the conclusion of the forthcoming book “Your Essential Guide to Sustainable Investing” by Sam Adams and Larry Swedroe. Sam and Larry summarize some of the topics they cover in the book and present some key takeaways. The financial services industry has responded to demands for sustainable investment strategies...
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Read MoreBuckingham Talks: Do we work too much?
Why do we work so much? Out of economic necessity? For a sense of fulfillment? To afford our growing financial wants and needs?
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Read MoreStaying Accountable, Planning for Success, and Making It Resonate with Peter Succoso
Peter Succoso of Sherpa Financial discusses how thoughtful strategic planning has helped him build a successful practice and what others can do to plan their business with purpose.
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Read MoreDoes Planning End at Retirement?
Imagine that, in the foreseeable future, you’ll have turned in all your company property, collected your final paycheck, and will be drinking a hurricane at half past noon while chair-dancing to “It’s Five O’Clock Somewhere.” You’ve planned on reaching that celebratory beach vacation over the many years of your career while also designing, building and...
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Read MoreFinancial Alignment for Yourself and Your Family
In personal finance, it’s not what you make but what you keep that is important. In preparing the next generation to manage money, it’s not how much you know but what you model and share that matters most. Whether you have only lint in your pockets or are racing Jeff Bezos for wealthiest person on...
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Read MoreMaking Sense of Education Savings: What’s Right for You?
Feeling overwhelmed by your college savings choices? It’s no wonder – there are myriad options, and which ones are a good fit will depend on your specific circumstances. Whether you’re saving for college, graduate school or some other educational credential, working alongside an advisor who understands the available savings vehicles and their rules can help...
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Read MoreGifting Money? Develop a Plan
You’ve worked hard, you saved, you invested wisely, and you controlled spending. Your financial plan worked, and now you have money (or other assets) to share. But questions linger in your mind about whether you should do so and with whom. Many people do not give away money or assets during their lifetime, as life...
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Read MoreSECURE Act 2.0 and Student Loans
Once in a while, the release of a sequel to a beloved movie franchise or the reboot of a classic TV series will garner a surprisingly huge amount of attention and excitement. The much-anticipated sequel to the 2019 SECURE Act, fittingly dubbed the SECURE Act 2.0, debuted in Congress in May (only a year and a...
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Read MoreLearning to Be Vulnerable and Living in the Unknown with Chris Gardner
Chris Gardner of FMF&E Wealth Management on sharing your personal story and deepening client relationships by allowing them to tell their own story.
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