Writing on the results of a joint survey by the Financial Planning Association (FPA) and CNBC , Lori Ioannou (@LoriIoannou1) reports that 78 percent of small business owners plan to/need to sell their business in order to fund anywhere from 60 to 100% of their retirement….
Financial Literacy is a widely under-taught subject matter in the education of today’s youth. Some students can go through their entire education, including college, without some of the most basic financial knowledge required for them to succeed. As a result of the lack of financial…
As if coming to terms with our annual obligations to Uncle Sam isn’t stressful enough, tax time is also prime “phishing” season for scammers and identity thieves. Phishing is an attempt to fool someone into revealing sensitive personal or corporate information by “masquerading as a…
As we prepare this edition of the Digest, we’re hoping that you had a great end to 2014 and celebrated the start to 2015 with your close family and friends.The end of one year and the beginning of another is a great time to reflect….
If you are eligible for Social Security benefits, you’ve spent at least 10 years working and paying a portion of your income into the system. As you approach age 62, you are able to receive the return on your “investment” by claiming your benefit. However,…
“The life of comic genius Robin Williams brought joy to millions of fans, and his tragic death has sent shock waves throughout the entertainment community. But as painful as his loss will be for family, friends and fans, it appears that at least according to…
The Natovitz group recently presented a one-day workshop for financial planners titled “The Final Life Chapter: The Vital Role Advisors Play as Clients and Their Families Plan for Extended Care.” Two of our Associate Financial Planners, Sabina and Yusuf, joined a group of local professionals…
The Yeske Buie Financial Planning Team (Elissa Buie, Dave Yeske, Yusuf Abugideiri, Jennifer Micieli, Jennifer Hicks, Lauren Stansell, and Sabina Smailhodzic) attended FPA Far West Roundup (FWR), an annual financial planning conference that was held on Thursday, August 14 to Sunday, August 17, 2014 on…