Large corporations continue to run away from DBs, but small businesspeople are discovering the huge benefits of micro Defined Benefit plans at a robust pace, particularly for the very smallest businesses. We call them the “High Income Self-Employed.” These...
High-Income Self-Employed clients are the main users of our defined benefit plan solution, so we spend a lot of time studying them. So should all financial advisors, according to Martha White in a recent article on FinancialPlanning.com. “The needs of those workers...
Doctors are notable for needing great financial advice. They are great at their medical specialty, but handling their substantial income stream effectively is not within their skill set. Their Lack of Financial Skill is Your Opportunity The comments in this KevinMD...
One of the missions of every financial advisor is to help clients convert income to wealth. Research confirms that as many as 50% of high-income people spend most of what they earn, so steady guidance from an FA can make all the difference in raising the percentage of...
What is the value of High-Income, Self-Employed people (HISE) to a financial advisor? These individuals are the future owners of the wealth you wish to manage. Building connections to them in their high-income years creates a fruitful stream of ongoing growth for your...
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