In the circle of life, and business, many struggle with where to focus their priorities: Work or family? The big project for the boss or what the client needs? A son’s baseball game or a daughter’s dance recital? The mental load that many are expected to carry daily is often overwhelming.
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Mention the term “gig workers” to most Americans and they are likely to envision an under-30 worker driving a car or a freelancer trying to make ends meet. That image isn’t entirely off base, but it’s also not entirely accurate.
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The right amount of homework assigned to young students is a debate that has been raging for decades, refreshed regularly by a new set of parents that discover an urgent relevance in the homework load given to their children. Like many of the political and social issues of our time, the positions people hold are quite polarized, falling into the “too much” camp or the “not enough” camp.
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We have all come to know that financial services is an ever-evolving industry. Epitomizing that is the practice of Preferred Financial Group in Fort Wayne, Ind. Started by Kelly Jones in 1982 as a tax and accounting firm, the business itself has grown to include insurance planning and finances, a second office in South Bend, Ind., and four partners having varying backgrounds, with a fifth coming on shortly. They recognize that investors cannot afford to make a mistake when it comes to their hard earned money; that’s why they work together, standing by Preferred Financial Group’s commitment to clients to “remain successful in today’s market” and “prepare for life challenges.” How? By recognizing that personality and relationship building are at the center of that success
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Informal is the name of the game with Jeff Hartman and his associates at iTP Partners, LLC, in Jacksonville, Fla. While conducting an interview in his office, it was suddenly brought to a pause. “We’ve got to go somewhere else,” Hartman says, standing. “I can’t stand sitting across the desk from you like this. I literally think I’ve had only one client in this office. It’s too stuffy and formal.” Just like that, we’re sitting comfortably at the nearby Starbucks, discussing not only business, but Hartman’s family, his connection to the city he chose as home and how he came to be the No. 7 manager for American Portfolios (AP) in 2019.
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