Financial professional publishes comprehensive guide to preserving and helping protect wealth
BOCA RATON, Florida, 22 December 2021 / PRNewswire / – Craig kirsner, MBA, President of Stuart Estate Planning Wealth Advisors has published his latest book, “RETIRE STRONG: Preserve and Help Protect Your Wealth and Leave a Legacy.” Kirsner has drawn on his more than 27 years of experience guiding clients to give readers a clear […]
Why You Should Ask Your Financial Professional About Fees
As a financial professional, I know there are many different ways to compensate investment advisors. With the different fee structures, the question I always encourage my clients to ask is: are the costs fair, reasonable, transparent, and do they help improve their long-term investment results? With this in mind, I encourage people to be courageous […]
A local finance professional gives advice for the first holiday shopping
Supply chain issues are causing more people to focus on the holidays. LINCOLN, Neb. (KLKN) – Supply chain issues are causing more people to focus on the holidays. Financial professional Tim Kulhanek of Stonebridge Insurance and Wealth Management explains how you can prepare your finances for the start of the buying season. Why are we […]
How to spot elder fraud by a financial professional
A financial blow Seniors collectively lose at least $ 2.9 billion a year through financial abuse, according to a 2021 Bank of America report. This number is only expected to increase as the US population ages, with the number of people aged 65 and over expected to increase from 56 million in 2020 to 94.7 […]
Local Financial Professional Achieves National Certification | Newport
NEWPORT – Josh Brandt, Assistant Vice President and Head of Fiduciary Operations at Merchants and Planters Trust, recently received Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association. The CTFA certification is awarded to those who demonstrate excellence in the field of wealth management and trust. To qualify for CTFA certification, […]
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Florida-based financial professional sees influx of money coming to Sunshine State
Christopher Warren, Founding Partner, Lawless, Edwards & Warren Lawless, Edwards and Warren Name: Christophe warren Solidify: Lawless, Edwards & Warren Wealth Management Site: Boca Raton, Florida Total value of policies: $ 940 million Forbes Rankings: The best financial security professionals in the United States Background: Warren, 58, graduated with an accounting degree from the State […]
3 questions investors should ask their financial professional and which disclosure should answer them
Asking for advice is common human behavior in the face of any challenge. Starting to invest can certainly seem daunting when financial literacy is not common and the transition from retirement to 401 (k) s puts more strain on individuals. So while it’s understandable for investors to seek advice from professionals in the industry, many […]
Julie Jason: Are you hiring a financial professional? 20 minutes of homework | Julie jason
Do you hate homework? How about 20 minutes of homework to check the background of the finance professional you want to hire? Here’s how. Start with BrokerCheck (brokercheck.finra.org), a free tool from FINRA (the financial sector regulator). As you can guess from the name, FINRA regulates the brokerage industry. On BrokerCheck, select the “individual” tab. […]
‘It’s historic’ Rotary finance professional responds to child tax credit payments
It is estimated that more than 35 million families will benefit from this credit scheme. PROVIDENCE, RI (WLNE) – Relief payments began to hit the pockets of more than 35 million families on Thursday, as part of the first payment from the child tax credit plan. The IRS has estimated that this first round of […]
Azur Associates’ M&A and Business Advisory Growth Continues, Adding Financial Professional Tracy Baron Garcia
Advertising NAPA, CA, July 7, 2021 – – Pat DeLong, founder of Napa Valley-based fine beverage consultancy Azur Associates, announced the addition of Tracy Baron Garcia to the team as Vice President, Finance and Strategy. “Since we started our consulting business just two years ago, we have seen a huge demand for our services. Azure’s […]