As the managing partner of Allied Financial Consultants, LLP, John Gibbons has been helping clients protect their standard of living while developing strategies for wealth accumulation and retirement income for over 35 years, giving him the opportunity to advise the different generations of families. Read Full Article
Continue ReadingInvestmentNews introduces 40 top advisers and associated professionals in the financial planning industry under age 40. Read Full Article
Continue ReadingCustomization is king in 2015. Read Full Article | Read Full Series of Articles
Continue ReadingIf you’re going on a job interview, then it’s likely you are going to get the often dreaded “tell me about yourself” question thrown your way. Read Full Article
Continue ReadingFew things infuriate people more than poorly designed technology. That’s clear to anybody who’s scoured a website for an hour, unable to find the one link she needs to get on with her day. Same goes for software that requires users to study Boolean logic. Read Full Article
Continue ReadingAnnuities aren’t always an easy sell — the lack of overall awareness about how they work, along with media coverage of financial abuse and poor guidance, has created a tarnished reputation in the eyes of many consumers. Read Full Article
Continue ReadingThree days before Christmas, advisor Randy Carver had a heart attack in his office. A sales assistant searched the Internet for the proper first response and administered aspirin to the 50-year-old founder of Carver Financial Services in Mentor, Ohio. Doctors say that might have saved his life. Read Full Article
Continue Reading“Don’t let the tax tail wag the investment dog” is among the most ubiquitous warnings in wealth management. It also might be the most overhyped one. Read Full Article
Continue ReadingVoices is an occasional column that allows wealth managers to address issues of interest to the advisory community. Read Full Article
Continue ReadingYou can’t save for retirement in your 40s like you did in your 20s. Read Full Article
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