One key way to build serious wealth, whether in a business or your everyday life, is to effectively and consistently negotiate deals that are good for you and your bottom line. Ideally, everyone walks away from a negotiation feeling good about the outcome, a win-win scenario. But ultimately, to be successful you must achieve your minimum goals and preferably a whole lot more.
The Super Rich (those with a net worth of $500 Million or more) who have family offices typically engage a sizable lineup of professional advisors to help them create and implement financial plans. To help ensure those plans are both state-of-the-art as well as in line with their needs and wants, many of them regularly "stress test" these plans.
Preparing your estate in advance is one of the greatest gifts you can give your family. Many estates include real estate in the form of a primary home, vacation home, and other family properties. While inheriting a property can be a wonderful legacy, it also comes with obligations that heirs may be unprepared or unable to fulfill.
As the end of 2015 approaches, it's time to start thinking about how to make 2016 a success for you and your loved ones. Though there's little consensus about their origins, we know that Americans have been making New Year's resolutions since at least the 1770s. In 2015, 31% of Americans made financial resolutions.
Discussing The Future Of The Financial Advisor And The Industry from an advisor's perspective. How has the industry changed since Steve has entered the field?
As we enter the Third Quarter of the 2011 Fiscal Year, national budgetary & debt concerns have Washington debating, what would be the most effective plan of action; without having adverse consequences? In lieu of these concerns, it is important for our clients and investors to understand how issues regarding the Debt Ceiling and seemingly ever increasing Budget Deficit may affect the markets and how we as your trusted Advisor and source for investor support will approach future revelations. This paper will explain the complicated issues at hand, why immediate governmental action needs to take place, and how we will maintain a Safe harbor while we weather this new storm.
Written article published in the June 2010 issue of Financial Advisor Magazine. What To Do About The 401(k). How do we bring better investment success to the 401(k)? Why should plan participants seek help from a financial advisor?