By: Jessica Kmetty
To send a child off into the “real world” without teaching him or her how to be smart about money is to set that child up for failure. So when is the right time to begin teaching your children about money? Put a one-dollar bill in your left hand and a $100 bill in your right hand. Then ask your child which one he or she wants. Children who are knowledgeable enough to know that the $100 bill is the one to go for are ready to start learning about money.
Finding your place in the financial industry can be an overwhelming task. There are a multitude of position types available and you don’t want to waste years determining which one is right for you. We believe internships should be structured to give students a day-to-day glimpse into what it takes to work for an independent RIA firm. This means you do more than just make coffee…a lot more!
By: Marc C. Shaffer
Have you considered how social security fits into your retirement plan? Social Security is an important factor when determining the amount of income you will have in retirement, but it is also a factor that causes confusion for many. With so many questions surrounding Social Security, such as when to start receiving benefits, the ins and outs of filing and suspending, survivor benefits and how to supplement your Social Security income, making the decision that works best for you can be a challenge. Working with an advisor who can walk you through the process may help you maximize your Social Security benefits. Without help, you may be leaving money on the table.
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