Steve Sanduski

FEBRUARY 6, 2023

Pam and I discussed how a successful multi-family office operates, the profile of clients, how her firm charges for its services, the mindset advisors need to work with wealthy (and oftentimes famous) individuals, where alternatives fit in her clients’ portfolios, and the role that technology plays in delivering exceptional service.

Clients 98

Clients Risk Tolerance Portfolio Budgeting 98

WiserAdvisor

SEPTEMBER 8, 2023

It is important to have a clear understanding of your budget post-retirement, factoring in housing costs, property taxes, and maintenance expenses. Rushing into a housing change without a comprehensive budget can strain your finances. Your retirement budget is a critical component of your preparing-for-retirement checklist.

Retirement 59

Retirement Retirement Planning Financial Advisor Budgeting 59

WiserAdvisor

MARCH 28, 2024

By strategically investing your HSA funds, you can potentially generate higher returns and build a more substantial retirement portfolio. It helps to encourage open communication about financial expectations and work together to develop a plan that promotes independence while ensuring financial stability for both parties.

Retirement 59

Retirement Financial Advisor Medical Healthcare 59

WiserAdvisor

JANUARY 23, 2024

Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. A thorough evaluation involves examining returns, benchmark comparisons, risk considerations, and the alignment of your investment strategy with your unique financial objectives.

Financial Advisor 52

Financial Advisor Risk Tolerance Communication Taxes 52