What Financial Advisors Are Reading This Week

13th Apr 2016

Dollars

Women in Wealth: Being the Succession Plan

There are a number of ways in which the wealthy differ from the poor, or even the middle class. The definition of wealthy does not include super-wealthy celebrities like Donald Trump, Beyoncé, or Peyton Manning, but people who are simple multi-millionaires or destined to become that way (referred to as HENRYs- High Earner, Not Rich Yet), because they think differently from the majority of their peers in six distinct ways.

Via Wealth Management

This Basic Skill Could Help You Become a Self-Made Millionaire

The benefits of having “book smarts” versus “street smarts” have been debated for generations. Which one should you be leaning more toward when hiring? William Craig, founder and president of WebpageFX, says you should hire for street smarts and common sense. The kind of common sense a person possesses has a lot to do with how well they’ll fit into your company culture.

Via Fortune

5 Reasons You Should Build A Small Business – Not A Start-up

Entrepreneur Jon Westenberg says that people should choose to be small business owners instead of a startup. He says you are “literally building something small, within clear limits and boundaries. There’s no giant pressure to add features, meaning you have the freedom to focus on the smaller things that matter deeply to you and your users.”

Via Inc.

The Mindset of the Wealthy

There are a number of ways in which the wealthy differ from the poor, or even the middle class. The definition of wealthy does not include super-wealthy celebrities like Donald Trump, Beyoncé, or Peyton Manning, but people who are simple multi-millionaires or destined to become that way (referred to as HENRYs- High Earner, Not Rich Yet), because they think differently from the majority of their peers in six distinct ways.

Via The White Coat Investor

 

Dedicated DB@ DedicatedDB

34-year-old self-made millionaire says budget holds you back from saving money via @CNBC #selfmadehttps://t.co/81Y9H8lWZj

1:02 AM 23 February 2019

Dedicated DB@ DedicatedDB

6 ways advisors can protect themselves and clients from tax scams via @wealthmanagement #advisors #taxes https://t.co/KQWEgCmwQp

11:15 PM 22 February 2019

Dedicated DB@ DedicatedDB

More physicians are working as tele-doctors, earning high income and opening defined benefit plans to reduce taxes https://t.co/Ee3LLYjUrY

10:45 PM 22 February 2019

Dedicated DB@ DedicatedDB

Here’s what wealthy families need to know about the new tax law via @FAMagazine #taxlaw #taxreform #TCJA https://t.co/4cGvlClpzN

9:39 PM 22 February 2019

Dedicated DB@ DedicatedDB

How 199A deduction has changed retirement planning for small business owners via @forbes @retirementriskshttps://t.co/hHNmgMCxUh

10:28 PM 21 February 2019

Dedicated DB@ DedicatedDB

Tech giants Google and Amazon are looking to capture financial services via @finplan #wealthmanagementhttps://t.co/5Yx83zzAiT

9:30 PM 21 February 2019

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