3 Reasons Why Donor Advised Funds (DAFS) Can Benefit Philanthropists

Available for Interviews: Lauren Moone

Lauren Moone is an Executive Vice President at Mirador Capital Partners and has been providing investment advice for individuals, families, and institutions for over 13 years.

 

What Lauren Moone can say in an interview:

Donor Advised Funds (DAFs) have become the preeminent vehicle for high net worth individuals interested in long-term distribution of their assets to charity. Here are the reasons DAFs are so popular with this demographic.

3 Reasons DAF could work for
High Net Worth Individuals

1–DAFs are the preferred philanthropic vehicle for today’s high net worth individuals and families because they can minimize taxes, accept a wide variety of assets, and reduce administrative friction.

Continue reading “3 Reasons Why Donor Advised Funds (DAFS) Can Benefit Philanthropists”

3 Easy Ways Seniors Can Cut Costs During the Pandemic

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

 

Some Key Talking Points From Kathleen Owings
on How Seniors Can Cut Costs:

During the coronavirus pandemic, seniors have the opportunity to continue to save money:

1.Travel

As most are finding they are not able to travel as much due to the travel restrictions, they are able to save those dollars that they would normally spend on expensive trips or cruises around the world. 

This budget-savings measure could potentially last through the fall so the amount saved could be sizable. 

Continue reading “3 Easy Ways Seniors Can Cut Costs During the Pandemic”

Everyday Ways To Be A Financial Role Model For Your Child

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

 

Some Key Talking Points From Kathleen Owings
on How Parents Can Be a Financial Role Model:

https://www.forbes.com/sites/lizfrazierpeck/2019/08/05/everyday-ways-you-can-be-a-positive-financial-role-model-for-your-child/

Money-Saving Advice for New Grads During Challenging Times

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

 

Some Key Talking Points From Kathleen Owings
on Money-Saving Advice for New Grads:

    • Navigating the job market can present its own challenges during a pandemic, but we are also in unique times thanks to technology. Perhaps a new grad is not networking at a job fair in person, but those types of events have moved to a virtual job fair. Look for those same opportunities that you would pursue in-person and see if they have been moved online.

Continue reading “Money-Saving Advice for New Grads During Challenging Times”

Stocks Doing Well During the Pandemic

Available for Interviews: Harry Abrahamsen.

Harry J. Abrahamsen is Founder & CEO Abrahamsen Financial Group. His company offers customized wealth management solutions—creating plans and portfolios that protect, preserve, and grow client’s wealth. He was selected as one of the ten most dependable Wealth Managers in the Mid-Atlantic as published in Forbes magazine.

 

What Harry Abramhamsen Can Say About
Stocks That Are Doing Well Right Now:

Certain sectors in the financial services industry are booming, specifically the fixed index annuity space. The main reason is people can safe harbor their money, guarantee their principle, and ride the markets up—without ever losing money to market risk ever again.

Continue reading “Stocks Doing Well During the Pandemic”

Digital Financial Planning During the Pandemic

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

 

Some Key Talking Points From Kathleen Owings
on Digital Financial Planning Options:

5 Things to Look for When Hiring a Financial Advisor

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some key points that Kathleen Owings
on hiring a financial advisor:

 In today’s day and age people spend more time on their devices checking out their social media feeds rather than thinking about their financial future and hiring a financial planner or adviser. Most people stumble into relationships with financial professionals without a real plan for their engagement and do not research their options ahead of time. If you put some time and attention to the process, you will be much happier in the end—and hopefully have a long-lasting relationship with a financial professional that supports the goals for your financial future. Here are 5 tips when looking for a financial professional:

Continue reading “5 Things to Look for When Hiring a Financial Advisor”

401k Investments Amid the Current Coronavirus Crisis

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some Key Talking Points From Kathleen Owings
on 401k Investments Amid the Current Coronavirus Crisis:

It is completely normal to feel nervous and less than secure sometimes when it comes to our investments—especially when the country (even the world) seems to operating on shaky grounds. But even though we are experiencing some major market volatility amid the Coronavirus, here’s some helpful, solid advice when it comes to long-term investments like your 401k:

  • Investors should remain calm and not make any rash decisions about their investments in the midst of these market movements.

Continue reading “401k Investments Amid the Current Coronavirus Crisis”

The Coronavirus Threat and Your Investments: Should You Freak Out?

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some Key Talking Points From Kathleen Owings
on the Coronavirus Threat and Your Investments:

People are closely watching how the stock market dropped last week and are starting to get nervous. The Fed adjusted interest rates, yet the market didn’t react as positively as they had hoped (that day). Should people be overly concerned? 

Continue reading “The Coronavirus Threat and Your Investments: Should You Freak Out?”

401(k) Contributions Advice

Interview Kathleen E. Owings.

Financial Advisor, Kathleen Owings can discuss the topic of how to go about finding and hiring the right financial planner for your individual or family needs.

Some key points that Kathleen Owings
on 401(k) Contributions:

Before Increasing Your 401(k) Contributions

The first thing I encourage clients to think about before they increase their contributions is how much debt do they still have. Student loans, car loans, personal loans are all too common. So, before a client increases their contributions I ask them to look at the debt to see if those additional dollars can be put towards the debt. If they have the debt under control, then we also look at college savings for their kids. If they have not started a 529 savings account for their kids then that is another place we would look for additional savings.

Continue reading “401(k) Contributions Advice”