An estate plan is a valuable set of documents outlining plans for your assets and family after you die. While everyone’s needs differ, ensuring your property and family are cared for is essential. It also has tax benefits.
Radical Transparency: Why Your Financial Advisor Should Be Open and Accountable
We’re getting smarter with our money. It’s true! Recent research shows that Baby Boomers typically started saving for retirement when they were 35, Gen X began around 30, millennials started socking away their coins around age 25 and Gen Z, the oldest of whom are now in their early 20s, beat us all by starting to save at 19.
How To Keep The Clients’ Kids In The Firm’s Family
You’ve heard “Use it or lose it.” Well, when it comes to you clients’ kids, it’s “Know them or lose them.”
Before the ball drops on 2023: Advisors’ year-end checklist
Before kissing 2023 goodbye, advisors had better check a few things off their to-do lists.
What Happens to Social Security Benefits When You Die?
Here’s what happens to your Social Security benefits when you pass away.
Month-in-Review: October 2023
Take a look at what happened last month and what’s ahead in the market and economic environment. Check out the latest Month in Review.
Financial Habits You Need to Break Now!
Have you wondered if some of your spending decisions are holding you back from achieving financial freedom? You’re not alone.
Making Sense of the Markets: October 2023
Economic news and the domestic markets can be confusing. With all the changes happening, it is important to stay up to date on the current developments and have a plan for the long term.
Why the Retirement Industry Needs to Embrace Change, Get Better at Working Together: LeafHouse Event
The theme from this week’s LeafHouse National Retirement Symposium was embracing change—and speakers noted the industry needs to get better at it through more collaboration
Camille Svitek, CFA®, CFP®, Joins Prime Capital Investment Advisors
Prime Capital Investment Advisors grows San Antonio, Texas team with new addition