The number of boomers who have assets spread all around is “amazing,” says Robert Graham, CEO and president of RG Capital LLC, Scottsdale, Ariz.“They have an average of 3 financial advisors each.” By retirement, “some older people even forget what they have,” he continues. This always struck me as odd…because the reasoning most people give [...]
Entries Tagged as 'Wealth Creation'
Baby Boomers Have An Average of 3 Financial Advisers…Why?
January 7th, 2012 · No Comments · Asset Preservation, Budgeting & Money Management, College & Career Planning, Insurance & Savings, Investing, Retirement Planning, Wealth Creation
The Simplest College Savings Calculator In The World
December 29th, 2011 · No Comments · College & Career Planning, Wealth Creation
Saving for your kid’s college education may be a non-option. A college education is not cheap, and it’s not getting any cheaper. However, for those of you who are able to help your child save money for the future, here is the simplest college savings calculator in the world.
If you click on “the simplest college savings calculator in the world”, you’ll be taken to a different website. I am not affiliated with that website, or the owners, in any way shape or form. I just thought that that would be a helpful piece of information to pass along to you…if you’re ready to start saving money.
How To Teach Your Children About Money
December 22nd, 2011 · No Comments · Budgeting & Money Management, Wealth Creation
I’ve read numerous articles saying that the best way to start teaching your child about money is to help them open a savings account…show them the value of money by making them work for an allowance (doing chores around the house), and by showing them the value of saving some of their allowance every time [...]
How To Make The Financial Planning Industry Work For You
December 6th, 2010 · No Comments · Asset Preservation, Budgeting & Money Management, College & Career Planning, Current Events, Insurance & Savings, Investing, Retirement Planning, Wealth Creation
I’ve been gone for quite some time. I’ve had the entire site redesigned. During that time, I’ve also been working feverishly on a new report. it’s available now if you want it. Just sign up to my mailing list through the sign up form in the sidebar or go to the homepage (www.twintierfinancial.com). The report [...]