Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Social Security Administration will be keeping its local field offices closed for the foreseeable future, despite earlier reports that they would be re-opening in early 2022 for the first time since March of 2020—meaning …
Much of a financial advisor’s work involves putting themselves out there, whether by pitching their services to a client, writing engaging pitches on their website, or promoting their own educational or written work. For many advisors, though, marketing themselves may initially feel intimidating, but the process becomes less daunting as they find success and get …
On paper, making extra payments on a low-interest mortgage makes no sense at all. After all, the returns you can achieve from investing will almost always be worth more than any interest you save by becoming debt-free.
So, why would anyone pay off mortgage debt any faster than they have to? When you consider the …
Allowing employees to enjoy the success of a company can be a helpful motivator and reward. Employer-sponsored retirement plans that allow employees to purchase company stock enable employees to gain a stake in the company, which can also present them with Net Unrealized Appreciation (NUA) opportunities. In most cases, distributions made from tax-preferenced retirement accounts …
Welcome back to the 261st episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Andrew Miller. Andrew is the founder of OLIO, a financial planning firm based out of McLean, Virginia, that manages $275 million for over 275 households.
What’s unique about Andrew, though, is how he’s been able …
As 2021 comes to a close, I am once again so thankful to all of you, the ever-growing number of readers who continue to regularly visit this Nerd’s Eye View blog (and share the content with your friends and colleagues, which we greatly appreciate!). This year has been one of mixed feelings for most financial …
Enjoy the current installment of “Weekend Reading for Financial Planners” – this week’s edition kicks off with the news that the Biden administration will extend the moratorium on Federal student loan payments until May 1, giving some relief to borrowers impacted by the continuing effects of the pandemic (and softening the blow that January’s lapse …
The average cost of car insurance can vary depending on the car you drive, where you live, your age, and plenty more. In the meantime, the auto insurance company you buy coverage from will also play a huge role in how much you pay — for better or for worse.
With that in mind, it …
There’s no doubt it’s an exciting time to be alive. It’s also an exciting time to be investing into cryptocurrency.
I was fortunate to start investing into crypto just over three years ago.
And there have been a few bumps along the way. You know… like NOT selling Dogecoin when it soared above $.70 before …