Practice Management
LATEST
Roth IRA for Children: Asset Retention Strategy
Asset leakage is a serious long-term danger to many advisory practices since the inheritors often do not stay with the financial advisor. By working with clients today to open a Roth IRA for their minor children, you lay the groundwork to establish relationships with the future heirs of your clients’ wealth during their most formative years.
The Future Series
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The Future of Mental Health Therapies
There is much progress that still needs to be made, but the future of mental health is looking very promising, as technology and new drug research have opened up exciting new treatment possibilities, including the emergence of apps.
Markets and Investments
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Important 529 Plan Facts You May Not Know
A 529 plan is a highly advantageous way to save for a child’s or grandchild’s college education or pay for elementary or secondary school tuition. Earnings grow tax-deferred and avoid federal—and, in most cases, state—income tax when used to pay for qualified education expenses.
Industry Trends
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Financial Illiteracy: When Will We Learn?
Financial literacy has a predictive power in determining how well an individual can meet an unexpected expense or how likely someone is to save enough for retirement. A financial literacy gap not only points to a disparity in financial satisfaction, but it is a leading contributor to economic inequities.
Work/Life Balance
LATEST
5G Without the Hype
Yes, 5G is truly here, but its potential for new heights of consumer experience remains years away. For now, though, let’s look past the Madison Avenue hype and see what 5G looks like today.
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