Five Totally Avoidable Estate Planning Mistakes Advisors Make

Even experienced advisors can overlook details when carrying out estate planning directives on behalf of their clients. When a will is worded properly, the right people are taken care of. When it’s not, they can be left out in the cold. Accountants, attorneys...

Financial Advisory Marketing: How to Attract Clients

As long as I’ve been in this industry, I was startled to learn that nearly seven out of 10 people age 65 and up are NOT working with a financial planner. This statistic shows up in the Invest in You Savings Survey released six months ago by CNBC and Acorns, a...