Director of Advanced Planning In my experience, a consultative approach to planning produces the best results. Successful individuals and families are well served by financial advisors with the listening skills and breadth of subject matter experience to help...
Thank you for attending our Identity Theft and Cybercrime Seminar. Please review, and if desired, download and share the attached summary. The attached article is being provided as an educational and informational convenience. Jeff Lanza is solely responsible for the...
So you are a fiduciary (trustee) of your company’s retirement plan and have never had a complaint from any of your employees. While that is certainly a good thing, don’t think that you have dispensed with all of your responsibilities that easily. Your...
Nearly every other week news breaks about another business that had its customer information compromised. The most significant of these breaches was Equifax…..a key credit -scoring organization that maintains critical information on nearly everyone. Our team as Ascend...
It’s not just about the hike up the mountain. The most dangerous time on Mt. Everest is the journey down, not the ascent to the summit. Similarly, for most people, the “decumulation” phase of retirement planning can be more dangerous to a successful retirement than...
Is market volatility good or bad? It may be both….depending on whether you are a seller or purchaser of stocks. When the volatility results in a market decline, it is more attractive to invest. Each dollar purchases more stock when prices are down. Therefore,...
Senior Consultant For over 25 years I have had the pleasure of working in the Financial Services industry as both a Financial Advisor as well as a manager, overseeing the development and mentoring of new financial professionals. In reflecting over these years,...
Senior Consultant I believe in personal responsibility. I worked for and retired from Capitol Hill. I have seen how the Federal Government works and doesn’t work. Working for Members in charge of financial services, retirement and health care has exposed me to the...
Senior Consultant I’ve always had an appreciation of team sports, mainly basketball and football. It’s remarkable how similar the dynamic of team sports is to comprehensive financial planning. Whether we are drawing up how to defend against a pick-and-roll offense or...
Senior Consultant I think I have the best career in the world. It seems hard to believe that I started in this industry about 17 years ago, but when it doesn’t feel like work, the time does seem to fly by you. Before becoming a financial advisor, I founded a couple...
