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Click here to watch Ask Us Anything: Kids & Money

Feeling unprepared to answer your children's financial questions? Our CEO Richard Salmen, and other members of our leadership team, answer your questions about kids and money. Whether it's loans or allowances, our finance professionals will guide you...

 

Recently, I was enjoying a chat with one of my best buddies. As they often do, the conversation wormed its way around to retirement and finance. One of the sincere things he said perked my attention: “I guess what I’d really like is to finance my retirement and then, when I’m done, pass along a bit...

First-rate technology brings us full circle. By using the latest planning software, we can focus on what people really need from an advisor. Family Investment Center was built on genuine facts about finances and investing. Business is a journey, and it changes every day. I still enjoy much of what I do and have plans to keep engaged for another decade.

Why aren’t all smart people rich? Being smart isn’t a big bonus for investing. If you are blessed with extra smarts, you probably rely on them for everything. You can find the fastest route to the office in the morning or estimate in your head how long the trip to grandma’s will take. You may organize things well or fix the office printer better than anyone else. Being smart carries over into many areas; thinking that investing is one of them could lead you astray.

Financial planners work for you. Make sure you partner with a team that is fully committed to serving your financial interests.