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How to discuss market volatility with clients
- December 12, 2018
- Posted by: Grant Cox
- Category: Best practices for financial professionals, Blog
No CommentsThe last quarter of 2018 has been rife with market volatility following months of consistent gains. As a financial professional, this change in the climate may have you wondering how best to approach your clients…
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Covering Education Costs: Is the Coverdell Education Savings Account right for you?
- November 29, 2018
- Posted by: Grant Cox
- Category: Blog, Education
To continue our discussion of higher education savings, today we’re going to talk about the Coverdell Education Savings Account…
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Marriage and Finances: Here Are Some Strategies
- November 27, 2018
- Posted by: Grant Cox
- Category: Blog, Marriage, Uncategorized
When you’re single, the only person you have to answer to is yourself, but when you tie the knot, you have a new responsibility toward your significant other…
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What’s up with the Prenup? Prenuptial Agreement Basics
- November 23, 2018
- Posted by: Grant Cox
- Category: Blog, Marriage
If you’re married, there’s a good chance you’re already familiar with what a prenuptial agreement is. If you’re divorced, it’s likely you’re perhaps too familiar with what it is…
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A Real Scary Story: Financial Elder Abuse
- October 30, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
It’s the Halloween season and people are getting their spook on, likely by visiting haunted houses, trick-or-treating or watching a scary movie with their loved ones. But the sad truth is friends and family are often the scary p art for elders suffering from financial abuse and exploitation …
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403(b) Plans: What Are They and Whom Are They For?
- October 23, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
If you or someone in your family has taught at a public school, you probably know what a 403(b) plan is. For everyone else, read on for the 411 on the 403(b) …
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The Roth IRA: Should you have one?
- October 18, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
For those of you who have started researching retirement savings, you may have asked yourself “who is this Roth guy and what’s so great about his IRA?” Well, today we’re going to discuss the Roth IRA and Roth 401(k) so you can see what all the hubbub is about …
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401(k) Basics: How a 401(k) can work for you
- October 16, 2018
- Posted by: Grant Cox
- Category: Blog, Retirement
The prospect of retiring may seem outlandish for many millennials and anyone else affected by the recession, but truthfully, retirement can be a reality for anyone who saves successfully …
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Using Facebook as a Financial Professional: Creating and Engaging
- October 9, 2018
- Posted by: Grant Cox
- Category: Blog, Marketing, Social Media
If you have a company Facebook page with information about your business, congratulations! You’re well on your way to becoming a Facebook aficionado …
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Getting Started with Facebook as a Financial Professional
- October 4, 2018
- Posted by: Grant Cox
- Category: Blog, Marketing, Social Media
Today, we’re going to talk about Facebook and how you can start using it to improve your career as a financial professional. I’m sure most of you—if not all—are familiar with Facebook and its wondrous ability to connect friends, family, acquaintances, and, well, complete strangers, but you may not be as familiar with the value Facebook can offer your business …