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Designing, building and protecting a plans requires an integrated approach across many life and financial areas. Key moments across each phase can impact a client's long-term success -- several of whichpresent opportunities for professionals to work together. This approach can enhance the client experience while potentially delivering better outcomes.

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Enforcement Against Self-Directed IRA Scams Doubled in 2020

The danger of self-directed IRA scams heightened during the pandemic, as many investors were at home and online but isolated from in-person interaction, NASAA says. The number of investigations and enforcement actions by state securities regulators remained largely steady during the COVID-19 pandemic, though the total amounts of restitution and penalties/fines each decreased by about… Continue reading Enforcement Against Self-Directed IRA Scams Doubled in 2020

Gifting Money? Develop a Plan

You’ve worked hard, you saved, you invested wisely, and you controlled spending. Your financial plan worked, and now you have money (or other assets) to share. But questions linger in your mind about whether you should do so and with whom. Many people do not give away money or assets during their lifetime, as life… Continue reading Gifting Money? Develop a Plan

Does Planning End at Retirement?

Imagine that, in the foreseeable future, you’ll have turned in all your company property, collected your final paycheck, and will be drinking a hurricane at half past noon while chair-dancing to “It’s Five O’Clock Somewhere.” You’ve planned on reaching that celebratory beach vacation over the many years of your career while also designing, building and… Continue reading Does Planning End at Retirement?

Integrate Your Personal Values and Financial Goals with ESG Investing

The following is an adapted excerpt from the conclusion of the forthcoming book “Your Essential Guide to Sustainable Investing” by Sam Adams and Larry Swedroe. Sam and Larry summarize some of the topics they cover in the book and present some key takeaways. The financial services industry has responded to demands for sustainable investment strategies… Continue reading Integrate Your Personal Values and Financial Goals with ESG Investing