- Advisors Magazine
So Much More Than Money Management
Brentwood, Long Island-based Blue Line Wealth Management is a niche financial services firm working mostly with law enforcement and their families. However, since its inception, the three-partner practice has expanded its business
- BPT / Advisors Staff
Need help to ease your financial stress? 4 qualities of an excellent financial advisor
As inflation continues to rise, Americans are feeling the financial pressure and weighing their present needs against their future financial health. According to The National Association of Personal Financial Advisors
- Joe Innace
PEOPLE & PROCESS:
Falcon Wealth Planning took flight in early 2015. Flash forward seven years and the Ontario, California financial planning/tax specialist firm is ranked among the fastest growing registered investment advisors (RIAs) in the country.
-
Nov 14, 13:48 pm
So Much More Than Money Management
-
Oct 31, 09:04 am
Need help to ease your financial stress? 4 qualities of an excellent financial advisor
-
Jun 01, 13:31 pm
PEOPLE & PROCESS:
- Advisors Magazine
The Heart of Financial Planning
The landscape of investment products is broad and extends well beyond stocks, bonds, and mutual funds, which are familiar to many investors, according to FINRA—the group authorized by Congress to protect America’s investors
- Advisors Magazine
Discovering the Joy of Giving
Americans gave $484.85 billion in 2021, a 4% increase in donations from 2020, according to the Pennsylvania-based National Philanthropic Trust. That equates to nearly $1,500 donated on a per capita basis—an indication that
- Advisors Magazine
A Family Office Experience
After years of hard work and stress, you’re probably looking forward to having the freedom to do whatever you want. To reach that point, you’ll need to sell your company or transfer it to the next generation.
- Caroline Brooks, JD, CFP®, CLU & Joseph Scianna, CLU, ChFC
Retirement Income Backstop
Retirement planning is an imperfect science, but today, with numerous macroeconomic factors at play, including volatile equity markets, inflation at a 40-year high and interest rates on
- Advisors Magazine
Wealth Care of Healthcare Modern Solutions for Modern Physicians
There are some 8.8 million people working in healthcare in the United States, according to data from the U.S. Bureau of Labor Statistics (BLS). The figure includes physicians and surgeons, dentists, anesthesiologists, nurses,
- Advisors Magazine
Leaving Silicon Valley for Wealth Management
There are more than 31 million entrepreneurs in the United States, according to research by the Massachusetts-based Babson College team of the Global Entrepreneurship Monitor.
- Joe Innace
Today’s lifestyle changes
From innovative indoor entertainment to telemedicine, to daily commuting and workplace upheaval, the pandemic has had a profound impact on lifestyle. While the changes have been far-reaching, they have been especially clear
- Joe Innace
Taking Care of Others
In his State of the Union address on March 1, President Biden made an appeal to end the nation’s political divisions inflamed by COVID-19 safety restrictions. “We’ve lost so much in COVID-19 —
- Advisors Staff
Mapping Financial Success
The alphabet soup menu of certifications for financial advisors has grown to be quite extensive. According to a Kiplinger newsletter article some ten years ago, there were more than 100 types.
- Advisors Magazine
Getting closer to clients
Boutique investment firms have outpaced benchmark indices, according to Investopedia.com. “The typical boutique investment strategy has outperformed its benchmark index in all 11 equity product categories annually by 135 basis
- Amanda Filippone
6 Retirement Planning Strategies to Keep in Mind
Retirement is a huge milestone in life, and since it is only done once (most of the time), you’re going to want to make sure you do it the right way.
- Advisors Magazine
Coaching for The Childfree Lifestyle
In the United States, the average inheritance received from parents with a college degree was $92,700 from 2016 to 2019, according to the Federal Reserve. For many children it can be substantially higher—thanks to financial planners and their
Follow Us
Related Articles
-
Retirement
-
Retirement Looks Different for Everyone
Gone are the days of throwing a blanket investment policy over the retirement planning needs of...
-
Supporting Financial Health
Beyond Just “Getting Through” Retirement. Nate Crosby, president of Crosby Advisory Group, LLC,...
-
Forward Thinking Financial Planning
Staying at the Forefront of Transparency and Industry Trends. In an environment when many...
-
Ask the Right Retirement Questions
The correct answers can unlock thousands in additional monies. Today’s retirees and soon-to-be...
-
Getting to Retirement vs. Getting Through Retirement
To those who believe that getting to retirement with their portfolio in order is the hard part,...
-
Retirement Looks Different for Everyone