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

If you're a Board Director, you may want to consider opening a Defined Benefit retirement plan #definedbenefithttps://t.co/Olhy9RRpLw

8:45 PM 18 June 2019

Dedicated DB@ DedicatedDB

Here are proposed changes with the new retirement bill so you can plan accordingly via @forbes #SECUREActhttps://t.co/HhYNdM54w8

7:36 PM 18 June 2019

Dedicated DB@ DedicatedDB

America’s retirement accounts are growing, but not fast enough via @cnbc #retirement #retirementplanning https://t.co/4euu45sAjW

6:15 PM 18 June 2019

Dedicated DB@ DedicatedDB

Top 10 estate planning mistakes and how to avoid making them via @natlawreview #estateplanning #estatetax https://t.co/FNUFkKCFm0

5:15 PM 18 June 2019

Dedicated DB@ DedicatedDB

The latest Secrets of the Self-made! https://t.co/2o9eqJUavQ Thanks to @AWM_Reno @hondajet @weareLCR4 #smallbusiness #business

7:35 PM 17 June 2019

Dedicated DB@ DedicatedDB

According to Mark Cuban, the formula for success is based on two simple words via @inc @mcuban #selfmade #success https://t.co/l7Xyt8GYjy

5:28 PM 17 June 2019

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