Nerd's Eye View
OCTOBER 28, 2024
Once the domain of membership associations that, especially amongst independent financial advisors, created a central space for networking and community, conferences were primarily built around professional development (i.e.,
Discipline Funds
JULY 14, 2025
And here’s where I am both sympathetic but also the angry financial dad for the USA. The basic financial planning rule of thumb is that we should save 20% of our gross income. They then get married and have kids at 30 and start contributing to 529 plans. Tax deferred plans (IRA and 401K): $1,021,147.
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The Big Picture
APRIL 8, 2025
You’re there almost a decade, Lisa Shalett : So, and, and from 2012 to 2025, that’s a huge run. Barry Ritholtz : A a lot of big financial players, Vanguard, BlackRock, go down the list, have really added some heft. Can we give every single one of your employees a free financial plan? That is the linchpin.
Wealth Management
JUNE 11, 2025
Martin had created a revocable trust on March 8, 2012, and executed a second amendment to such trust on July 30, 2018. But the court allowed the marital deduction for a bequest intended to create a separate trust. Trusts Created Martin Griffin died on July 9, 2019, survived by his spouse, Maria Creel.
eMoney Advisor
APRIL 25, 2023
1,2 Conversely, couples who open up and share financial goals and values with each other tend to have more satisfying relationships. 3 It’s no surprise then that exploring how to get partners to a place where they can freely communicate about goals and values is a point of interest for financial planners.
Nerd's Eye View
OCTOBER 30, 2023
As someone who has been speaking at 50–70 conferences a year for 18 years myself, I've seen the good and bad of our wide range of industry events, from the industry associations to the broker-dealers and insurance companies and RIA custodians, the rise of vendor conferences and media-driven events, private company events, and more.
eMoney Advisor
DECEMBER 5, 2022
By taking the clients back to the beginning, the financial professional can get to the heart of what the couple in conflict truly wants out of their financial plan. Using communication skills derived from financial counseling , learn what would be a win for each of the partners. Sources: 1 Asebedo, Ph.D., Marshall B.
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