Debbie meets with a CFP® at the office. Her husband informed her last week that he wants a divorce. She says that they have been married for 27 years and that he has enjoyed a successful career life. She has been the homemaker for the majority of their marriage with...
When the question is posed to the average American asking “Why do you think that people who retired with assets fail in retirement?”….a survey conducted found that the most common response recorded by participants was “investment...
In November 2015, Congress signed into law the Bipartisan Budget Act that effectively brought an end to both legal and permissible claiming strategies inadvertently created under the 2000 Senior Citizens Freedom to Work Act. These claiming strategies, falling under...
A goal without a Plan is just a wish. Having a vision is needed first to define the Plan. In order to have a goal, one that can actually happen, one must have a vision first. Bloody Mary in the play South Pacific sings “”If you don’t have a dream, how you gonna have...
According to the Small Business Administration 7.8 million of all U.S. private companies are owned by women, which is 29% of all registered businesses. Another interesting consideration that ties into this is that more than one-third (37%) of the affluent population...
In today’s complex world, most people need help allocating, protecting and passing on their resources, or managing their financial risks and investments being tagged for retirement. Professional financial advisors play an essential role in helping people do that....
