Most low income or middle-class families would really benefit from a financial advisor, but many financial advisors don’t work with middle class clients. So how can a middle-class person find a financial advisor? We have put together these tips to aid you in the search. Where to Look for a Financial Advisor First, you need … Read More
If you have recently become an executive, you have probably heard that you qualify for a deferred compensation plan. So, what does that mean? A deferred compensation plan means that a portion of an employee’s pay is withheld until a later time, usually retirement. A deferred compensation plan also: Gives executives the option to put … Read More
Despite misconceptions, wealth management is key for business professionals of any income bracket. Planning for the future now is always the best bet when banking on financial security, and business owners and entrepreneurs have special considerations when it comes to wealth management. We will break down the circumstances unique to wealth management for this group. … Read More
Did you know that women have control or influence over nearly $20 trillion ? That is roughly 27 percent of the wealth in the world.