FORT LAUDERDALE, Florida., January 28, 2021 /PRNewswire/ — Associated Financial Consultants & Investor Services (Associated), a South Floridaindependent wealth management firm founded in 1972, today announced the addition of patrick farrell and Marc Arnaud to his team as financial advisers. Mr. Farrell, the former CEO of Investacorp, an independent brokerage,
Managing your money can be a daunting task. A financial plan can help you stay on track and lays the roadmap for achieving your goals. It takes into account your current financial situation and offers strategies that will help you achieve your goals. Read also | Native Americans top Biden’s
Click here to read the previous article in this series. For these comparisons, I create a case study for a forty-year-old married couple with two children who are currently developing a lifetime financial plan. Jerry and Beth decided it was time to get serious about retirement and life insurance planning.
With this understanding of life insurance pricing, I can create a simple model to consider four different potential roles for this whole life insurance policy in retirement income planning. First, the death benefit for life insurance provides a method of achieving an inherited objective using the pooling of risk and
As fiduciaries, IFA provides our clients with the most prudent advice possible for each particular financial situation. While our advisors are supported by dedicated staff with expertise in everything from wealth management and planning to investments and taxes, there is a caveat in developing any supplemental financial plan. Simply put,