Weekend Reading For Financial Planners (Nov 26-27)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Biden administration’s Department of Labor (DoL) is planning to propose its own ‘fiduciary rule’ that seeks to create higher standards than the rule put in place by the Trump administration (though perhaps not as …

Establishing Solo 401(k) Plans For Self-Employed Workers: Options, Contribution Limits, Deadlines, And More!

Among the several different types of retirement plans that are available to self-employed workers, solo 401(k) plans can offer the most flexibility and the ability to contribute the highest amount of tax-advantaged savings. But alongside those advantages, there are some specific rules and regulations that are unique to solo 401(k) plans, which can add to …

Financial advice and the 100 year life

Ever-increasing longevity means that financial planning is more important than ever before, but planners need to take into account a new range of factors when working with their clients, said Professor Andrew Scott during his keynote address at the FPA Professionals Congress on Wednesday 23 November 2022.

His session, RETHINK: The 100 year life, …

#FA Success Ep 308: Accelerating Growth From Referrals By Building Checklists For Every Meeting Detail, With Matthew Blocki

Welcome back to the 308th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Matthew Blocki. Matthew is the CEO of Equilibrium Wealth Advisors, an independent RIA based in Pittsburgh, Pennsylvania, that oversees more than $275 million in assets under management for 330 client households.

What’s unique about Matthew, though, …

Weekend Reading For Financial Planners (Nov 19-20)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that AdvisorTech giant Envestnet has announced a partnership with New Zealand-based FNZ that will allow Envestnet to offer custodial services to advisors beginning in the second half of 2023. At a time of significant change in …

How to Invest $500: 13 Ways to Grow Your Money

If you have $500 to invest right now, you probably feel on top of the world. While that’s not a ton of money, it’s better than nothing – and way more than enough to start building toward the lifestyle you want. 

Many multi-millionaires started investing small sums, even $10 or $25 per month! The key …