If you’ve been paying attention you’ve probably heard something about the countless jobs artificial intelligence will eventually take over from us mere mortals. So when I dove into this little exercise I was really hoping to find that the role of “financial planner” would not be one of those casualties. While I don’t think I’m on the chopping block quite
Sometimes as advisors we fall short in addressing the most basic questions clients have for us. Not because they’re not important, but because we as the advisor often fixate on the most technical and nuanced questions. A question that fits neatly into this basic yet crucially important category is how exactly advisors turn your retirement savings into retirement paychecks. It’s
529 college savings plans are somewhat of a unicorn when it comes to growing and transferring wealth. Their flexibility and tax advantages come together to create a rare and highly attractive tool for creating a lasting legacy within education-minded families. Though not commonly associated with estate planning, 529 accounts can, in some situations, surpass the effectiveness of transferring assets via
