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
Can you capture your investment philosophy in a short phrase? In this article for Financial Planning, Kimberly discusses having your investment message honed and ready
Kimberly unveils the role of mental health when it comes to our finances. She reveals how she incorporates her background in therapy to help clients
Kimberly weighs in on the topic of selling off stocks to pay off a mortgage. A paid off mortgage doesn’t provide an income stream while
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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.