How to Integrate the Power of Storytelling into Financial Advising

How to Integrate the Power of Storytelling into Financial Advising

Communicating has always been centered on sharing stories. It is essential to sharing knowledge, influencing people, and developing relationships. Storytelling is present in our daily lives, from the content we consume to the relationships we forge, despite how...
3 Investments To Retire Early

3 Investments To Retire Early

According to Statista, the number of retirees relying on Social Security benefits has increased exponentially in recent years, amounting to almost 47.3 million people in 2021. Regarding expenses, statistics show that the average retiree needs to set aside a lump sum...
5 Benefits of Certified Public Accountants

5 Benefits of Certified Public Accountants

Becoming a Certified Public Accountant (CPA) can be a demanding and stressful process, requiring extensive studying, testing, and uncertainty about the outcome. You may even question if it’s all worth it. However, why do people put themselves through this...
3 Confident Ways To Ask Clients for Referrals

3 Confident Ways To Ask Clients for Referrals

Asking for referrals is essential for business growth, but it can be difficult to do. Advisors may feel anxious about rejection or come off as pushy. However, failing to ask clients for referrals means missing out on important connections and business growth....
4 Considerations in Holding Real Estate Investments in your IRA

4 Considerations in Holding Real Estate Investments in your IRA

In retirement, risk-taking is generally discouraged; however, investing in real estate through your Individual Retirement Account (IRA) can be an excellent way to bolster the money saved for those golden years. With a thoughtful strategy and proper diversification...
9 Reasons to Invest in Single-Family Housing

9 Reasons to Invest in Single-Family Housing

Real estate is a great investment for diversification, as it can provide steady streams of income that are not subject to the stock market’s volatility. With solid returns and more predictability than many other financial investments, buying a single-family home...
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