Hiring a financial advisor is something you should put a lot of thought into. An advisor can be extremely helpful if you are not sure how to manage your money or when you are planning to reach financial goals. However, if your advisor is not truly looking out for your best interests or is engaging […]
Hiring a financial advisor is a great option for people who need assistance in managing their money and creating a plan to reach their financial objectives. These professionals can help you build your wealth by managing your investments, helping you create a realistic budget, and more. That being said, not all financial advisors are […]
In a recent episode of our Wealth Matters radio show, Gaslowitz Frankel partners Craig Frankel and Robert Port met virtually with special guests Christy Butler Eckoff, Chief Foundation Officer and Managing Director of the Atlanta Jewish Foundation, and Randy Gorod, President and CEO of Pisgah Consulting, to discuss philanthropic trends they’ve seen in 2020 and […]
As COVID-19 continues, more people are considering investing in long-term care policies to protect their financial futures. Here’s why planning for long-term care is so important. What is Long-Term Care Insurance? Long-term care insurance is a type of insurance created to pay for the long-term care services people need as they age or become ill/incapacitated […]
When it comes to the financial and estate planning processes, we have seen that most women do not participate until they are blindsided by an unfortunate life event such as divorce or the unexpected death of their husband. When that happens, these women are thrown into unfamiliar territory where they suddenly have to figure out […]
A common misconception about financial and estate planning is that it is only for professionals who are middle-aged and above. Many young adults assume that because they are healthy and just starting out with their careers, they do not need to meet with a financial or estate planner just yet. However, we know from our […]
With all of the changes going on in the world today, it’s hard to make any type of plan with confidence. From trying to plan a vacation for next year amidst the COVID-19 pandemic to simply deciding where you want to go to dinner because the restaurant might be at full capacity according to CDC […]
Not everyone can be, or wants to be, a financial advisor. For most people, their financial decisions are driven by their beliefs and experiences rather than expertise in the industry. While life experience can be a great teacher, these beliefs can also negatively impact a person’s ability to make practical, impartial decisions for themselves and […]
On a recent episode of our monthly Wealth Matters radio show, Gaslowitz Frankel partners Craig Frankel and Robert Port sat down with Kristen Lewis from the Bowden Law firm to discuss common signs of elder financial abuse and how to stop it. What Constitutes Elder Financial Abuse? Generally speaking, it can be defined as the […]
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