When it comes to communicating with the public on social media, it’s not just politics and religion that are best avoided. What else should you think about avoiding?Read More
Author: Kimberly A. Branch, CFP®
Posted by Kimberly A. Branch, CFP® | May 18, 2017
The rich and famous may have access to the best advice, but this is no guarantee against bad estate planning and a poorly-written will. They can make the same mistakes as anyone and, because of their wealth, the cost of these mistakes is higher.
Posted by Kimberly A. Branch, CFP® | Mar 10, 2017
Today financial advisors working with millennials has become difficult for financial advisors because millennials are a different breed. Read this post to find out how to understand and work closely with this group.Read More
Posted by Kimberly A. Branch, CFP® | Feb 10, 2017
With the passage of the JOBS Act of 2012, effective in May 2016, small businesses can now raise capital through online solicitation of investors or crowdfunding. In essence, the general public can now directly invest in start-up and emerging companies.Read More