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 clients? In this Financial Advisor article, some under 40 advisors weigh in.
SALT deduction changes are officially on the horizon. Starting in 2025, the SALT (state and local tax) deduction cap will increase from $10K to $40K
It has become increasingly clear in recent years that most women think about money and finance differently than most men. One of the corollaries 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.