July 22, 2019, at 3:21 p.m By Rebecca Lake Take the necessary steps with real estate investments to keep you in the green. These missteps can cost real estate investors returns. Owning property, either directly or indirectly, can add diversity to a portfolio and yield value to investors on several levels. “Real estate is a … Read more8 Costly Missteps With Real Estate Investing
Boost your savings account and save money on purchases by using these strategies and tools.
Quick question: How much do you have in your savings account? How much debt do you carry? What’s your plan for paying it off? What’s your plan for retirement savings? Are you using the best kind of account to fit your plan?
JULY 29, 2019 FA Staff Editor’s Note: In our “3 Questions” column, we chat with a thought leader within a unique sector of fintech. Name: Anders JonesTitle: Co-Founder and CEO Company: Facet Wealth Web Address: https://facetwealth.com/ What does your firm do/offer within the fintech sector? We provide full financial planning, by a dedicated CFP Professional, at an affordable price charged … Read moreCompany’s Approach A Response To Traditional Advisory Fees Being Too High
“Charging on AUM makes no sense,” Jones argued. “If a client gets a $100,000 raise, why should the advisor get an extra 1% of that?
We work hard to provide for the ones we love and to enjoy the things that matter most to us. What if I told you there was something, typically inexpensive, that could protect everything you work so hard for?
Many advisors prioritize time management and growth, yet they’re foregoing minimums and holding onto unprofitable clients, according to a Facet Wealth survey.
“That is the million dollar question: How much do I need to retire?” says Brent Weiss, CFP, head of planning at Facet Wealth
As a business transformation consultant, I help financial advisory firms evolve by designing and implementing a multi-year plan that targets realistic growth goals and completion of staff and business improvements.