A big part of a financial advisor’s job is to be a release valve for their clients’ financial anxieties… it’s an essential aspect of how we add value in helping them manage their “behavior gap” and avoid making poor financial decisions for themselves. Because unfortunately, no matter ...
However, if you do have a day job, you can count on a reliable paycheck. You might even receive a year-end bonus and stock options. In such a scenario, giving is much easier because you have more financial security, even though you might not be technically financially independent. An emp...
Draw up a living will, do your financial planning, make an Advance Medical Directive to state your wishes for medical intervention, and appoint people you can fully trust under a Lasting Power of Attorney. Go for regular, customised health screenings, find a financial advisor, lawyer and doctor...
After an extensive selection process, we chose LearnLux because of its mobile-first interface, easy to understand jargon-free educational content, and ability for our employees at every income level to get personalized financial guidance from independent Certified Financial Planner™ professionals. ...
re concerned about any of these issues you should look for an independent CFP that’s also fee-only, where the advisor is compensated by no one other than the client and other fees are clearly disclosed involving third parties for trades or fund management ...
I am also a huge advocate of woman leaders, women in tech and strong independent girls (I am biased, I have three of them…). I love to paint, but never seem to have the time so I use photography as a creative outlet. So, you may see some cool photos here once and awhile. I...
The article reports that British support services firm Threesixty Services has warned that the reputations of good quality independent financial advisor (IFA) firms are being damaged by the actions of lesser firms in the same network. Partner David Ingram has indicated that the result of these weak...
Table 2 The categorical independent variables, respective levels and possible values they could assume Full size table To check for collinearity among the explanatory variables in the regression models, we first checked for Variable Inflation Factors (VIF). A recommended practice is to remove any vari...
They continue, "Maintain the sympathetic detachment that permits objective and independent advice to clients." And, that, I would like to pause on very quickly. Sometimes, telling the client because they're your client, you're in the right, and I'm going to do what it takes to push ...
LaHood pushed back, saying that “instinctive thinking” isn’t right and that Vance is an “independent guy.” Shia Kapos07/17/2024, 2:56pm ET Jul 2024 | From Milwaukee Where's Robert F. Kennedy Jr.? The independent candidate has backed out of campaign events as the 2024 race is ...