Erika Safran | Source | Founder & Investment Advisor at Safran Wealth Advisors
Erika Safran
-
I don’t think the cost is a distractor if it’s one of the few ways to meet your objective. But you have to look under the hood and make sure it represents what you’re trying to achieve.
-
It is an unnecessary act for the majority of the population who are drawing down their retirement assets. It’s a nice bonus for the small percentage of the population who does not rely on retirement savings.
-
I don't think this is such a dramatic turn of news, that it should cause consumers financial discord.
-
Putting off succession plans, many financial advisors are failing to plan for own future
As few as 35 percent of financial planners have a succession plan in place. Advisors at Schwab's IMPACT 2017 confab weigh in.
Article -
Advisers still wary of bitcoin as interest grows
Debate rages over whether digital asset is a new currency or risky fad.
Article -
RIAs weigh pros and cons of offering trust services
With demand limited, most advisers outsource it to lawyers and accountants, but some see value in adding it to their menu of services.
Article
-
Safran Wealth Advisors (http://www.safranwealthadvisors.com)
Founder & Investment Advisor
started Jan 2009