Select Page

Author: Kimberly A. Branch, CFP®

Resale Value of Home Improvements

The combination of ultra-low interest rates and a coronavirus pandemic has led to an explosion in home buying/selling and improvements. As homeowners increasingly think about selling their home to adapt to a changing environment, they will be confronted with whether an upgrade is a smart financial decision for getting the most resale value.

Read More

Five-Steps to Continue Generational Wealth

When it comes to managing generational wealth, your advisory practice is probably the last place your clients’ children would consider for managing the money they inherit from their parents.  It may be tough to hear, but it’s true. A newer generation of investors is gravitating toward platforms like Robinhood or one of the many available robo-advisor services.

Read More

So, Your Client Wants to Exit a Timeshare

The vast majority of timeshare buyers live to regret it. Broad dissatisfaction with timeshares has many individuals looking for ways to get out of their contractual obligations. Here are five strategies financial advisors can recommend to clients who are looking to exit their timeshares.

Read More


    Subscribe to receive a monthly recap of our three most popular posts.

    Recent Videos