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Goal-Standard for Achieving Your Dreams
Award Winning Financial Planner, Sidney Divine, Shares His Strategies for Setting and Sticking to GoalsThe earliest remembered experience I had with goals dates back to leading into my sophomore year of High School. While I imagine...
Read More8 Money Moves You Should Make as an Empty Nester
The coast is finally clear. The kids have moved out of the house. Your home is officially an empty nest.It’s not just your home that has opened up, though. It’s also your budget.With dependents gone, your spending should...
Read MoreLiving In a Small House with Kids? How to Trade Up Without Busting Your Budget
Hiding out in the attic crawlspace for a little “me” time. Running late because you had to wait in line to use the bathroom. Constant jockeying for prime seating on the tiny sofa in the TV room during your family’s...
Read MoreDon’t be fooled by the numbers — the industry is in a dangerously vulnerable state
If one were to look at the financial advice industry solely by the numbers, it would look pretty good.Median assets grew a whopping 16.8% last year, while median revenue grew by 11.7%, according to the 2018 InvestmentNews Study of...
Read MoreLife Training System Helps Advisors Cut Stress and Connect to Clients
Can advisors get ahead by getting out of the rat race? Traditionally, no. The old model for financial services was all about long hours, cold calls and hard sales tactics.But now as advisors switch from commission-based selling to a...
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Is journaling the key to mentoring young planners?
SAN DIEGO — Sure, it’s tough to get started at any new career. But young financial planners have an exceptionally large hurdle to clear: gaining their clients’ trust.“Young planners struggle because...
Read MoreCollege costs can sink parents, too
Student debt is often associated with young people taking out loans and putting off rites of passage after graduation to repay them. But mom and dad often sacrifice more. 4MINSApril 6, 2019By Mark Schoeff Jr.Beth Greulich,...
Read MoreMoney and Meaning
A Message from George Kinder Regarding the Recent ProtestsPosted on June 3, 2020by George KinderDear Life Planners,I write to you full of empathy for communities of color, who feel the impact of the coronavirus disproportionately and...
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