Dan Bennett, CFP®️
@danbennett31Founder of Lake Water Advisory | Helping high-earners with their finances💰| Dad x2| Probably playing basketball 🏀 | Always learning. ‘Cuse fan 🍊
There’s a lot of Fee Only advisors that won’t recommend life insurance because they don’t want to come off as “salesy” or “pushy”. You don’t have to sell it to have the conversation. Or, bring someone in who can. Neglecting it entirely is willful ignorance.
👇🏼👇🏼👇🏼
The SEC is the new Ivy League- just better. Exceptional academics Great athletics Affordable Incredible alumni networks & connections Great weather UF, Vandy, Texas, Tenn, LSU, Georgia et al
Client took out an auto loan for a 120,000 SUV. They also save 25% of their income. Auto loans aren’t financial back-breakers Just keep them reasonable
🍊!!! never a doubt
“We do what’s in the best interest of our clients. Promise ;).” Exclusive: Fidelity to move RIA client cash from money market funds to lower-yielding sweep product citywire.com/pro-buyer/news…
Thoughts on some feedback I got from a client: “If you can’t invest the time to care about your own personal health, literally your most important asset, how can I trust you to invest the time to care about my finances?” Personally, I totally agree 👍🏼 You?
Joe Contractor over reported his deductions by $4,000. IRS: “FINES!” The Pentagon fails its 7th straight audit. IRS: “meh”
BREAKING: The Pentagon has failed its 7th annual audit in a row. It says is still unable to fully account for its more than $824 billion budget.
These blanket generalizations from the “experts” are what’s wrong with the industry. You can absolutely retire on $2,000,000. Simple example: “Retire” at 67 Spouse # 1 social : $2,850/mo Spouse #2 social: :$2,500/mo Income from $2mm portfolio: $5,833/mo (modest) Total income:…
Suzie Orman has said that $2 million is "not enough," and one cannot "retire on it," per Yahoo Finance.
Me: when you’re 80, you won’t care about the things you bought but rather the time spent with family. Also Me: I want to spend time with my family in the new Cybertruck 💁🏼♂️
If you’re starting an RIA (or fed up with your current custodian) the only Custodian that makes sense is Altruist. I’ve been with Schwab and NFS. There’s really no comparison. It’s like comparing legacy media with podcasts. If you’re worried about name recognition on your…
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