Twelve points Blog
Who Should Have a Financial Plan?
I was meeting with an attorney friend of mine the other day, when she asked me a simple, but profound, question: “Who should have a financial plan?” Although my answer (“Anyone with a heartbeat.”) certainly sounded brash, her question got me thinking
A Win-Win for Parents, Grandparents & Students: 529 Plans
There’s been some talk during the current presidential campaign about making public colleges tuition-free. It makes a good soundbite but it’s not going to happen anytime soon. College tuition will remain the second largest personal expense after one’s home.
Get Educated About Your Retirement
It does not come as a surprise that the financial services industry is one of the least trusted industries in this country and often rightfully so. For decades Wall Street has churned portfolios and put their own needs in front of their clients, held only to a broad suitability standard.
How Millennials Balance College Debt & Retirement Savings
You’ve heard it many times before: college costs continue to increase while recent grads owe record high amounts in student loans. It truly is a balancing act to be able to pay off all your monthly expenses while still saving for retirement
Making it Personal: Client Service and the Guest Experience
Service. It’s what sets businesses apart. Why does it play such a crucial role in their success? Take a look around. There seem to be multiple options for every type of service imaginable; if you need a dry cleaner, odds are there are several shops in your town to choose
Is Your Advisor Talking with You…Or Avoiding You?
Good relationships are built on trust and communication. While this rings true for how you interact with your significant other, it also applies to your relationship with your financial advisor. The recent volatility in the market put relationships between advisors and their clients to the test
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