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5 Tips I Give To My Female Millionaire Clients
You might not be a millionaire — yet — but many of the financial planning strategies that apply to the wealthy also apply to those who haven’t quite hit the seven-figure mark.
Estate Planning Checklist
Bull market provides advisors with breathing room to improve their practices – and get those new year’s resolutions on record.
Estate Planning Checklist
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.
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.
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
Dale Kelly, CRPC, Joins Prime Capital Investment Advisors
Prime Capital Investment Advisors expands to Memphis, Tennessee with new addition.