The NextGen Boom: Are You Ready?
How exactly should advisors serve the NextGen population? What misconceptions, outmoded habits, and legacy practices may be hampering your ability to connect with these younger
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“Solid investment advice… this is wisdom anyone can follow, learn from, and from it, draw financial freedom.”
— Ben Stein, economist, writer, actor, commentator, and author of How to Ruin Your Financial Life
*The organizations listed are not affiliated with nor do they endorse or sponsor Kimberly Foss or the opinions expressed.
Having been trapped by my family’s circumstances, I learned to be resilient and believe in myself. I create financial choice to help increase abundance in people’s lives. When you have financial security and freedom, you have the power to create the life you want.
Whether I’m hosting a workshop or educating investors, I believe in leading with humility, encouragement and mentorship first.
My money philosophy is grounded in doing good; it’s not about greed. When you have built significant wealth and achieved financial security, you have the rare and incredible ability to bring positive change to people’s lives. It’s about generosity, selflessness and integrity — core beliefs that are central to who I am.
Do you have pressing questions about your financial life that you want to get answered? Looking to connect with other like-minded investors on your path to achieving your goals? Sign up to receive updates on my upcoming workshops.
Many of the nation’s most reputable media outlets have called on me to provide my insight, perspective and opinion on the issues affecting investors today.
“The greatest word in wealth creation, in my opinion, is choice.”
It is important to get back to money basics and know how much cash one has and precisely how it is being used. Once that is established you can structure a financial plan, set financial goals, and decide how you would like to invest your money. Reconnecting with your money and having an accountability system is what is needed to have financial success.
How exactly should advisors serve the NextGen population? What misconceptions, outmoded habits, and legacy practices may be hampering your ability to connect with these younger
One way advisors can help HNW men find meaning when they retire is by helping them see the power of estate planning. Read More
Financial advisors are experts on complex retirement products, abstruse tax laws and countless other rules and regulations. But success also requires the subtler skills of
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Wealthy by Design: A 5-Step Plan for Financial Security by Kimberly Foss ranked 7th in the “Advice, How-To & Miscellaneous” category of the New York Times Best Seller list on July 7, 2013, which can be accessed directly here. The designation of Kimberly Foss as a New York Times best-selling author is derived from this appearance. This recognition pertains to one particular category of the New York Times Best Seller list and refers to one specific point in time (ranking on weekly list reflect sales for the week ending June 21, 2013). The citation of the book on the New York Times list is not owned or controlled by Empyrion Wealth Management.
As noted in disclaimers above, the book’s appearance on this list and Kimberly Foss’s recognition as a New York Times best-selling author are standard information provided for general purposes only. It is not a reflection of, or a claim to, any particular investment expertise, nor does the book’s author make any warranties with respect to its use, nor should Wealthy by Design be construed as an advertisement under the auspices of Rule 206(4)-1 of the Investment Advisers Act of 1940.
For more information on the New York Times methodology for selecting best sellers, please refer to the information on their site.