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 [...]
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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 [...]
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, [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]
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 [...]