College Action Plan, Part 2 – Preparing for Life After High School
Hi, it’s your Money Mavens, and last week we jumped into the bittersweet conversation about helping your child prepare for life after high school. It’s...
Articles
How Do We Pick the Right Funds to Recommend for our Wealth Management Clients?
One of our most important responsibilities as comprehensive financial advisors is investment fund selection and fund recommendation.
College Action Plan, Part 1 – Thriving During High School
Hi, it’s your Money Mavens, and if your schedule looks anything like ours, it’s a whirlwind settling after the back-to-school rush. School supplies, books, backpacks,...
SOPs 101 (Standard Operating Procedures)
Hi, it’s your Money Mavens, and we need to talk about the process of freedom in your business. What allows you to… Delegate tasks you...
Student Loan Forgiveness – Who, What, When?
Hi, It’s been big news, so we’re pretty sure you already have an inkling that loan forgiveness is coming (for some). Here are the deets…...
Best (and worst) financial strategies during market volatility
Hi, it’s your Money Mavens, and yes, the stock market can feel like a rollercoaster at times. Between non-stop news, rising inflation, and whatever’s happening...
What Is Fiduciary Advice (and Why Does It Matter)?
Hi, it’s your Money Mavens and we’re on the lookout today. For P/E ratio. For lump-sum investing. For alpha and beta. For daily dividend factors....
IRA: In a Trust or Not?
Hi, it’s your Money Mavens with a quick question… You’ve heard about creating a trust, right? You’re also familiar with retirement accounts like an IRA,...
Maximize Your Profits by Hiring a Virtual CFO
Hi, it’s your Money Mavens – it’s time to hire your CFO. “A CFO? For my company? We don’t need a full-time, highly compensated CFO!”...
3 Best Retirement Plans for Entrepreneurs?
Hi, it’s your Money Mavens. Can we talk about your business and retirement? Because that’s the big question over 10 million Americans are facing right...
Tax advantage: Hiring family members – pros and cons?
Hi, it’s your Money Mavens. Quick question… Where is the best place to find good employees and contractors who can be great tax advantages for...
Time to raise your prices? Start here
Hi, it’s your Money Mavens, and we need to talk about pricing. Specifically, *your* pricing – and giving yourself permission to charge enough so that...