The financial advice industry is in desperate need of a new crop of advisors. It matters to all Americans, especially younger Americans, who will need experienced financial professionals to help them attain their financial goals.
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One of the more consequential decisions a newly married couple will make at the start of their marriage is whether to combine their financial lives or keep their finances separate. There is no one right answer since it depends upon a couple’s financial circumstances and preferences.
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Podcasts have become one of the chief ways to reach audiences in recent years. Podcasting is an excellent way for financial professionals to expand their reach and build trust and credibility within their target markets, generate leads, and establish personal connections with the investing public.
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Who among us hasn’t wished to win the lottery or receive a large inheritance from some rich, unknown uncle? It’s a natural and generally harmless exercise imagining having extraordinary wealth and the things we would do with it. Sometimes that dream does come true. And, not infrequently, it becomes a nightmare. It happens often enough to have its own name—Sudden Wealth Syndrome.
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The need for a sound financial plan and expert planning advice has never been more acute than it is in today’s uncertain times. Financial Planning Month is the perfect time to implement ways to change the future financial course for clients.
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