Tim Maurer’s Top 10 Personal Finance Books
By Tim Maurer
Tim Maurer was assigned a task: put together a list of his five favorite books from the world of personal finance. He came up with 10. In this video, Maurer, director of advisor development for t... Read more
A Guide to Starting Family Financial Conversations
By Jeff Johnson
I’ve been a close observer of the way families make, communicate and implement financial decisions for most of the last four decades. In that time, I have learned that many individuals and couple... Read more
Investing Is Hard — Get Help from a Trusted Advisor
Some things are just too difficult or stressful to do on your own. Like a dietitian or a personal trainer, a financial advisor can help set up the right plan for you, then monitor and motivate yo... Read more
Planning Alpha – Mortgage Review Edition
The value of a planning-centric relationship-focused Advisor is deep and extensive, covering almost every aspect of a client’s financial life (and even many areas that aren’t at all financial). L... Read more
Tools to Help Realize Your Year-End Charitable Giving Goals
As we enter the holiday season, we often feel compelled to evaluate, and frequently to increase, our charitable giving. This time of year, specifically, seems geared toward reminding us that givi... Read more
What “Works” in Digital Marketing and Social Media Advertising for Financial Advisors
As social media usage continues to grow amongst financial advisors and their prospective clients, advisors are growing increasingly interested in whether spending money on social media advertisin... Read more
College Financial Aid: 7 EFC Myths Debunked
The world of paying for college is an alphabet soup of abbreviations. The most important one for your clients to know and understand is the EFC. EFC stands for “expected family contribution.” Kno... Read more
The Hierarchy of Tax-Preferenced Savings Vehicles for High-Income Earners
The Federal government has long incentivized saving for retirement and other financial goals by offering some combination of three types of tax preferences: tax deductibility (on contributions),... Read more
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