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Investment Planning

June 7, 2024 By Van Richards, ChFC Leave a Comment

Spouse Protection from Family Financial Feuds After You Die

Spouse Protection

Safeguarding your spouse is one of the most instinctive characteristics of married couples, a theme even depicted in Greek mythology. In the epic tale of the Trojan War, Prince Paris of Troy abducts Helen. That treachery sparked a ten-year conflict as the Greeks, led by King … [Read more...] about Spouse Protection from Family Financial Feuds After You Die

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: financial education, Spouse Protection

October 19, 2023 By Van Richards, ChFC Leave a Comment

Dividend Portfolio Construction: Five Easy Steps

Dividend Portfolio Construction: Five Easy Steps

Note: The following article is a comprehensive guide on how to build a dividend portfolio. It aims to provide valuable insights and guidance for investors interested in creating a portfolio that generates consistent income through dividends. This guide is for informational … [Read more...] about Dividend Portfolio Construction: Five Easy Steps

Filed Under: Dividend Investing, Investment Planning, Retirement Planning Tagged With: dividend investing, investing

October 17, 2023 By richardsfinanc Leave a Comment

Aging Parents’ Financial Management: A Step-by-Step Guide

Aging Parents' Financial Management

As our parents and relatives age, it's not unusual for them to face challenges in managing their personal finances. They may need help to ensure their financial well-being due to cognitive decline, physical limitations, or the complexity of financial matters. This article will … [Read more...] about Aging Parents’ Financial Management: A Step-by-Step Guide

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: financial education, financial planning, retirement planning

August 4, 2023 By Van Richards, ChFC Leave a Comment

401k Startup Challenges: Overcoming Obstacles and Selecting the Right Provider

401k Startup Challenges

Picture this: you're a company founder navigating the competitive landscape, vying for top talent against established companies. You know attracting and retaining the best employees is crucial for success. But how do you stand out? What can you offer that will entice talented … [Read more...] about 401k Startup Challenges: Overcoming Obstacles and Selecting the Right Provider

Filed Under: Investment Planning, Retirement Planning Tagged With: 401k, financial education, retirement planning

July 9, 2023 By Van Richards, ChFC Leave a Comment

Grow Your Business with a 401k: A Guide for Small Business Owners

The Power of a 401k Plan As a small business owner, you have a lot on your plate. Every decision you make can significantly impact your business's success, from managing daily operations to attracting and retaining top talent. One area often overlooked is offering your … [Read more...] about Grow Your Business with a 401k: A Guide for Small Business Owners

Filed Under: Financial Planning, Investment Planning, Retirement Planning Tagged With: 401k, financial education, financial planning, retirement planning

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