What clients want to do, their marital statuses and tax situations will impact their income needs
Put the client — not the client’s money — at the core of the relationship
Almost half of homeowners were able to pay all of their bills and save some money in the past year
Focus on cash flow and review insurance coverage; and avoid scolding them for not saving enough
Firm holds first financial planning software training class in Hungary
Money can be a source of marital discord, but you can help by urging the bride and groom to be upfront about their assets and debts
Baby boomers have been the main target market for financial services firms and advisors in recent years, as that massive generation accumulates assets and prepares to retire. But as the boomers begin to settle into retirement, financial advisors will need to shift their focus to younger generations, who will have a growing pool of assets […]
They’re in their 30s and 40s, raising families, buying houses and battling debt. They need your help, whether they know it or not
Planners have longer and deeper relationships with clients who receive full planning services
Automated transaction categorization, expense tracking and budgeting offered