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So far alyssa has created 59 blog entries.

Beneficiary Designations are Powerful

Many investors own an IRA or other type of retirement account. Some own an annuity or life insurance policy. All such accounts or products designate a beneficiary—to whom the assets will transfer, or whom the assets will benefit—when the owner someday passes away. You are probably familiar with the idea of a beneficiary designation [...]

Beneficiary Designations are Powerful2019-08-01T12:47:09+00:00

Understand the Consequences of Account Registration

You may be familiar with the idiom “A little knowledge is a dangerous thing.” When it comes to your money, not only can it be dangerous—it can be downright expensive. For example, one often reads that titling one’s assets as “joint” avoids probate following a death.  Doing so is touted as smart because it [...]

Understand the Consequences of Account Registration2019-08-01T12:37:36+00:00

Successful Business Owners (and Individuals) Plan First

More new college graduates than ever plan to, or have begun, an entrepreneurial endeavor. Moms who want to work but also want to have control over their schedules start consulting firms. Mention “angel investors” now and the term is commonly understood. A decade ago, the angel investor descriptor would likely have been mis-understood. However, [...]

Successful Business Owners (and Individuals) Plan First2019-07-18T18:52:56+00:00

Protect Your Assets From Cyber-Fraud

Protecting our assets is a priority for most of us, with respect to our personal as well as our business finances. One growing threat to the security of our assets is cyber-fraud. As investment advisors, Entrust Financial recognizes that cyber-fraud is often a people problem rather than an IT problem. Therefore, we encourage clients [...]

Protect Your Assets From Cyber-Fraud2019-07-09T17:47:06+00:00

Your Attorney to the Rescue

We presented in a recent blog about protecting your business using proper business insurance planning. The attorney on your professional team often comes to the rescue, too, and saves your business from the consequences of harmful mistakes. If you assume that you are a sensible person who does not need an attorney on your [...]

Your Attorney to the Rescue2019-06-28T19:25:05+00:00

Protect Your Business With Intention

Middle Class Millionaires: Personal and Business Finance As a business owner, you have enough on your mind without having to worry about your insurance needs. You want to have confidence that the business you have built is covered by a company that understands your business insurance needs. For that reason, we want to introduce [...]

Protect Your Business With Intention2019-06-21T16:13:04+00:00

Your Personal CFO

Middle Class Millionaires: Personal and Business Finance Entrust Financial investment advisors serve a unique role on the professional team of experts our clients assemble, as they aim to achieve all that is important to them. Beyond our efforts to help clients experience superb portfolio results over the long-term, we also serve in the role [...]

Your Personal CFO2019-06-11T16:46:41+00:00

Don’t Miss The Launch!

Middle Class Millionaires: Personal and Business Finance—Tips from the Top Q2, 2019 Build Your Professional Team: Investment Advisor, Insurance Agent, Accountant (CPA), Attorney As we head into the beautiful spring season, our Entrust Financial team is launching a new approach to our communications with clients and the community. We will draft our weekly blogs around [...]

Don’t Miss The Launch!2019-05-13T13:39:41+00:00

Video: Helping you pursue your next $Million: Tip 3 – Jennifer Bravo – Teaching Children to Share with their Community

For the most part, your children will learn what is important about money and how to handle money by watching you, their parents. Teaching by example is powerful indeed, when it comes to money. Jennifer discusses a simple three-component system for engaging in money conversations with younger children, a system comprised of: Save, Spend and [...]

Video: Helping you pursue your next $Million: Tip 3 – Jennifer Bravo – Teaching Children to Share with their Community2019-04-13T16:28:14+00:00

Video: Helping you pursue your next $Million: Tip 1 – Mckenzie Frankel – Your Money Personality

Perspectives on financial decision-making vary widely, which is often puzzling. How can two people—like two spouses, for instance—reach such different conclusions about how to spend their money, when their financial context is the same or at least quite similar? Mckenzie’s video offers insight into this frustrating phenomenon. Take a look and take the quiz. Then [...]

Video: Helping you pursue your next $Million: Tip 1 – Mckenzie Frankel – Your Money Personality2019-04-05T16:42:21+00:00