If you’re an estate attorney, one of the best ways to expand and strengthen your business is through a good solid partnership with an investment advisor. Yet for so many attorneys, finding one worth investing their time in is a challenging pursuit.
Read MoreMarriage is a union in many ways. You may have the emotional aspects covered, but what about making the dollars and cents work? Financial tension is a big reason that many marriages fail. Read our seven financial tips for newly married couples to hear some tips for starting off on the right foot.
Read MoreFinding the right financial advisor to partner with from a practical standpoint has been, well, a source of much frustration for many CPAs we know. So we’re putting together a sketch of how accountants who want to expand their margins, offer a higher level of service to their clients, and grow their practices through partnering with a financial advisor should go about finding the right one.
Read MorePlanning a financial life for yourself is complicated enough with competing goals such as pursuing a career, raising a family, saving for college and saving for retirement. But what about when an aging parent needs help or when an adult child moves home?
Read MoreTax planning ranks low on the list of activities people enjoy. Yet despite how astronomically large the tax bill can be in April, after tax season many people do not sit back down with their tax professionals to do in-depth planning.
Read MoreAs of this month, Financial Alternatives is rolling out a Personal Financial Management platform called eMoney for our clients. This portal will provide clients with secure access to real time values of all of their accounts across various custodians including held-away 401K accounts and liabilities such as student loans, mortgages, and credit cards.
Read MoreWith cybercrime constantly making headlines, it’s no wonder that some people have resorted to avoiding the web altogether as a way to prevent exposure to this risk.
Think again.
Read MoreSilence and privacy are the most undervalued assets in a client’s portfolio. We say this to acknowledge an often overlooked facet of investment management and financial planning: client confidentiality. This is something that many financial advisors and even their clients don’t pay enough attention to until it is too late. Is your advisor doing what your advisor should be doing to protect your confidentiality?
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