Financial Planning

The following article is provided by Ed Slott and Company. Affiance is granted access to this content as part of Financial Planner Seth Meisler’s membership in Ed Slott’s Elite IRA Advisor Group — an exclusive group for financial advisors dedicated to being leaders in the IRA industry.

Starting a new year is often the perfect catalyst for revitalizing your ambition to tackle those tasks which you otherwise just can’t seem to get started on. If you’re feeling nagged by student loan or credit card debt, this article may help you develop a plan that will set you on the path toward a worry free relationship with debt.

by Omer Abramovich

With the holiday season upon us, the idea of giving is everywhere. Giving gifts. Giving to charity. As a new father, I’ve been thinking about what to give my son. Sure, there will be plenty of cute baby clothes and fun toys unwrapped at our house. But what about a really meaningful, lasting gift, like paying for his future education? Or even giving him a jump start on financial independence? What better time to start saving for my son’s future than during the holiday season?

By Steven Schoenberger

I am a big fan of Google, and whenever they ask me to review my account information, they win me over again. What began as a search company has become a digital platform for creating, accessing, preserving, and eventually transferring much of my digital life.

by Steven E. Warren, CPA, MBT

by Omer Abramovich, CFP®, MBA

I am often asked, “What is it that you do for a living?” When I answer with “I am a financial planner,” the response is almost always “Oh, so you manage people’s money.”

by Omer Abramovich, MBA

By Seth Meisler, CFA, CPA/PFS, CFP®

by Seth Meisler

As a follow-up to National Cybersecurity Awareness Month, we are proud to announce the publication of our first white paper — Cybersecurity: Protection and Prevention in the Digital World. This white paper delves into issues such as what dangers currently exist, how to protect yourself, and what to do if your information has been compromised. We are really proud of our team for putting this together.