Yes, really. So, what is a CFQ? Why do clients need one? Most client service models in the industry are built on around a financial advisor serves as the hub for multiple aspects of a client’s financial life, working with...Read More
Whether it’s ideas from the industry, emerging trends or advanced planning strategies, you can read about it here. And once in a while, I may throw in a kid accomplishment or some other surprise. So keep checking in. I'm glad to have you reading along. If you have ideas for posts, please contact me. I'd love to hear from you!
If only we had a crystal ball. Long term care (LTC) can be paid in 1 of 5 ways (or any combination thereof), as applicable: Self-insuring LTC insurance Life insurance rider or settlement Medicaid Veteran benefits Beware of the common...Read More
Wealth Advisor, Financial Planner, Asset Advisor, Portfolio Manager, Financial Advisor, Money Manager. Not to mention Broker/Dealer, Wirehouse, Registered Investment Advisors and Fiduciary. It all gets a bit squirrely. I can't begin to...Read More