-
5 days ago | 
advisorpedia.com | Bryce Sanders
Connecting on LinkedIn is really worth the effort. Over the weekend we entertained a married couple of accounting professors at our home in Bucks County. We initially met as LinkedIn connections. Messaging became lunch. Lunch became lunch and dinner with spouses. Dinner became weekend visits as a friendship developed. Over breakfast we talked about a question puzzling many people. How can young people today afford to live in New York City?
-
5 days ago | 
fa-mag.com | Bryce Sanders
Years ago, I met a California financial advisor who made a name for himself as an active member of a private lunch club in a major metro area. He knew a fellow member well on a social level and hesitated many times before approaching him for business. One day, he went for it. When he brought up the subject, the friend cut him off and said: “Of course, I would like to be your client. I know you do business with the major players here at the club.
-
1 week ago | 
thinkadvisor.com | Bryce Sanders
Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts. Get More Information Recently Added Q&As Recently Updated Q&As What is a high deductible health plan for purposes of an HSA? Get Answer Recently Updated Q&As Are remote workers eligible for leave under the Family and Medical Leave Act (FMLA)?
-
1 week ago | 
cruiseaddicts.com | Bryce Sanders
We love cruising, and we love Cunard. We booked and paid for 14 nights from Fort Lauderdale to Southampton on Cunard’s Queen Victoria. This was the last segment of an approximately 80-night voyage around South America, and it was as close to perfect as you can get. One of the primary elements that made it perfect were smooth seas. Storms are beyond anyone’s control, but the Captain can attempt to steer around them.
-
1 week ago | 
thinkadvisor.com | Bryce Sanders
ThinkAdvisor provides financial advisors, registered investment advisors and wealth managers with comprehensive coverage of the products, services and information they need to guide their clients in making critical wealth, health and life decisions.
-
1 week ago | 
fa-mag.com | Bryce Sanders
Many advisors target C-Suite executives as potential clients. According to Harvard, the median CEO tenure is 4.8 years. C-suite executives fit into a similar range. There are variations by industry and gender, but it is a high stress category that pays very well, often on results. As a financial advisor, what should you expect? The president of a financial planning firm focusing on this market segment provided great insight.
-
1 week ago | 
advisorpedia.com | Bryce Sanders
"I don’t use cash. I do everything on my phone.” If you are older, you have heard this from younger people. If you are younger, you might say this all the time. Perhaps two other favorite expressions are “I cannot remember the last time I was in a bank branch” and “What is a paper check?” We are heading towards the day when we will be a cashless society, but today there still are compelling reasons to walk around with some cash in your wallet.
-
1 week ago | 
allthingscruise.com | Bryce Sanders
Cruise ships are close to a cashless society. In the 1970’s Club Med used the concept of poppable beads you wore as a necklace while on vacation. The beads served as currency when buying drinks or spending money on something. It made sense because no one wants to be separated from their wallet when swimming. The beads went with you. Today cruise lines bill everything to your shipboard account. You don’t even need that necklace! It can be easy to make the case you don’t need cash. Yes you do.
-
2 weeks ago | 
allthingscruise.com | Bryce Sanders
For many years, cruise vacations have been a ship variation of the all-inclusive resort. Your room and meals are included. Gradually unbundling has occurred. Alternative dining is a good example. For many years beer, wine and cocktails were purchased on an a la carte basis. Today, cruise lines also offer beverage packages priced on a per day basis. Is it possible to drink for free on a cruise ship? Let’s clarify a few things. Cruise lines want to both profit from and help you manage your drinking.
-
2 weeks ago | 
advisorpedia.com | Bryce Sanders
It is easy to assume we live in a transactional world. You have seen the TV commercial about the two guys checking out of a hotel. One guy got the lower rate because he used a website that aggregated rates offered on different sites. No humans involved. This implies you buy what you need from the lowest cost provider. Life does not work that way. Advice has value. It also comes with a financial cost.
Let us assume you are talking with a prospect about becoming a client.
