Beyond Investments: Help Clients With All Their Goals
July 21, 2014
By Bruce W. Fraser for Financial Planning
Benjamin Franklin once said, “Wealth is not his that has it, but his that enjoys it.” Most planners are trained to accumulate assets for clients. But today, as the baby boomer population grows and life expectations lengthen, more of planners' conversations are revolving around financial life planning.
Social Security―When to start taking benefits
February 20, 2014
By Beth Jones, RLP®, AIF®, CFT™
The Gift of Good Financial Advice
November 12, 2013
By Beth Jones, RLP®, AIF®, CFT™
Congratulations to all recent college graduates! It’s now time for them to jump into the next stage of life — to earn their own salaries and pay their own bills. This could perhaps be their biggest life transition to date whether they have been fairly independent during their school years or relying on Mom & Dad. Either way, managing their money as an adult can be difficult.
Estate Planning — Avoid Conflicts that Can Arise with Your Illness or Death
September 21, 2013
By Beth Jones, RLP®, AIF®, CFT™
Many people fail to have proper and updated estate planning documents, so a serious illness or death of a family member can create major ramifications at a difficult time. Some think that only wealthy people need estate planning documents not true. Below is a summary of the documents that can help to ensure that your desires are clear and legal, hence minimizing conflicts and confusion.