A financial advisor is a professional who works to help their clients meet and manage their most important financial goals in life. A fundamental goal of a financial advisor is to increase the net worth of their clients over time, while protecting them from risks such as loss of income due to disability, premature death and long-term care expenses. Financial advisors will also work with clients in the areas of tax planning, estate planning, and retirement income planning and asset decumulation.
Liquidity or lack thereof tends to be a major concern when it comes to annuities.
Many financial advisors and consumers are reluctant to use annuities because money allocated to...
Don MaNay is a financial columnist, a Huffington Post contributor and an expert in the field of structured settlements.
Don’s financial guidance is refreshingly straightforward, filled with good common sense, and geared towards a Main Street audience. His most recent book is titled Wealth Without Wall Street: A Main Street Guide to Making Money.
We had an opportunity to speak to Don about his financial practice and his most recent book.
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Anyone thinking about retirement income should pick-up a copy of Retirement Portfolios by Michael Zwecher. This recommendation applies to both financial...
The increasingly popular Finovate Conference Series just completed its spring event in San Francisco.
64 very interesting companies presented brief technology/product demos to a large audience of financial services media, analysts, investors, potential partners, competitors, and other industry participants.
All of the presenting companies are focused on technology innovation in finance, and most of the companies are young.
Below is a recap of some of the more interesting stories at the conference. There are five companies/stories in each category. The categories are intended to represent the perspectives of what could be considered core audience segments for the presenting companies. In other words, each category lists the companies that might be...
