A loved one (a child, sibling, other relative or friend) tricks you into making large cash transfers, which starts to drain your retirement savings. Surely, that wouldn’t happen to you, would it?
Last week, Advance Capital Management was named to the Barron’s list of America’s Best RIAs. We are honored and grateful to our clients for making this possible.
We are pleased to announce Advance Capital Management has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
This is the fourth year in a row that Advance Capital Management has been listed.
“We are again honored to be named a top financial adviser in the U.S. and especially proud to have done it for four consecutive years,” said Joe Theisen, chief executive officer of Advance Capital Management.
This is the seventh annual FT 300 list, produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. Ignites Research provides business intelligence on investment management.
Retirement planning is all about numbers. It centers around one question: do my financial assets – pension, 401(k)s/IRAs, Social Security, property, sale of a business, etc. – provide enough income to fund my desired retirement lifestyle? At least, that is what most people think.
For an extraordinary high-achiever like NBA legend Michael Jordan, you could reasonably attribute his success to one of many things. His natural athleticism. His high basketball IQ. His shoes. But to His Airness himself, it was the result of a relentless mindset:
How do you want money to define you? It’s a difficult, but important question.
Earlier this week, I received some exciting news. Forbes magazine reached out to tell me that I have earned a spot on their 2020 Top Women Advisors list.
Debt is as American as apple pie, found in households of all shapes, sizes and incomes. It is a part the financial lives of both the rich and poor as well as the working and retired. Given debt’s many harmful effects, what can you do to best manage it? The answer may lie in understanding what propels you to borrow in the first place.
Something we emphasize when meeting with new clients is that their financial plan is dynamic. The goal is to continuously work toward or preserve the life you want. So, it changes as market conditions, government policy, economic factors and personal financial conditions make it necessary to change. It changes as your life changes. In other words, it is never perfect.
As we enter 2020, we would like to start off the new year by expressing our gratitude to everyone who has enjoyed Advance Capital’s Financial Living Blog. It was one of our best years yet, with well over 100,000 readers. Without the support of readers like you, none of this would be possible.
