July 7, 2020
Tuesday Comic - Client Relationship Management
Trying to make your day a little brighter with comics.
June 30, 2020
Tuesday Comic - Yields
Trying to make your day a little brighter with comics.
December 17, 2019
Tweets for thought - SECURE Act
Well fellow advisors, I came across another amazing Tweeter thread that is important to save and not let it get buried. This time it is from Jeff Levine, CPA/PFS, CFP® regarding the SECURE ACT. Jeff did an amazing job distilling many of the important parts for financial advisors. Thanks, Jeff! And now your tweet is […]
November 13, 2019
Prepare a cushion for your clients.
A great resource to visualize withdrawal rates and how market cycle will come in to play.
