Investing in your future is one of the most important actions you can take to help you find financial security and provide for your loved ones after you pass. While there are countless trustworthy brokers to work with, there are exceptions that can put your financial future at risk. One of the common improper and […]
As a senior or someone getting close to retirement, estate planning is often a top priority. Planning to pass your wealth to your grandchildren or children can be a rewarding experience, but often, in an attempt to build wealth, many fall victim to investment scams. Common Investment Scams There are many types of investment scams, […]
Without proper financial planning, you may not be able to preserve your wealth to pass down to the next generation. Finding a good financial planner is essential to help you grow your wealth and avoid dishonest practices. A financial planner is not a stockbroker or an accountant. However, like these professionals, financial planners make their […]
If you’ve ever applied for a life insurance policy, signed up for your company’s 401(k) plan, or engaged in any other retirement planning, chances are you filled out a fair bit of paperwork along the way. From designating beneficiaries to selecting a premium schedule, retirement planning—and the paperwork that goes with it—can be quite time-consuming. […]
In 2008, thousands of people discovered that they had lost money as Bernie Madoff was arrested, and he admitted that the wealth management arm of his business was a Ponzi Scheme. His clients were victims of a $64.8 billion scheme. How can you protect your investments and make sure that you are not victimized by […]
Most of us have spent a good portion of our careers gradually accruing significant retirement savings through 401(k)s and other investment tools, but the latest trend in identity theft has begun targeting that hard work. Imagine reviewing the statement for your retirement account only to find that it’s suddenly empty. That has been the shocking […]
With few exceptions, stockbrokers, investment advisors, and insurance agents act as fiduciaries for their clients. Therefore, they are required to place the interests of their clients ahead of their personal goals. How can you determine whether your advisor is a fiduciary who must act in your best interest or a stockbroker who is subject only […]
You have probably heard a lot of buzz lately about the U.S. Department of Labor’s proposed “fiduciary rule,” which would significantly expand the types of financial advisors who are considered fiduciaries, and therefore owe a fiduciary duty to their clients. The rule is intended to apply to advisors who manage or give advice about retirement […]
As our society ages, there is naturally a rising concern over the physical, emotional, and financial security of our family members. With changes in technology, we are now conducting more business and financial management digitally. As a result, you should consider how you would protect your digital assets in your estate plan. Who will have […]
As our family members age and technology continues to evolve, there is certainly an emergent trepidation over their financial security. While it takes decades of diligence and discipline to build a secure nest egg to live off of during life’s golden years, it only takes an instant for scammers to take it all away. Financial […]
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Gaslowitz Frankel LLC
303 Peachtree St., NE
Suite 4500
Atlanta, GA 30308
