A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
“Although I’d make sure all the technical stuff is covered, I’d be sure to remind Peter and Kate why we are building a comprehensive financial plan. For them, the “why” is to spend time with their family and to help create experiences for everyone. At the holidays, we’re reminded that what really matters in life is that we spend our time and create memories with the people who are most important to us. This is the exact reason we should have a comprehensive financial plan in place.” (Richard Cooke, CRPC®)
Articles
Why Everyone Isn’t Made For Retirement (Clint Haynes, CFP®)
The Dangers of Buy Now, Pay Later (Marc Bautis)
5 Strategies to Create a Successful New Year’s Resolution (Elliott Appel, CFP®)
Should I Pay Off My Mortgage Early? (Elliott Appel, CFP®)
Year End Tax Planning Tips For All The Procrastinators – Finger Financial Five #61 (Jeremy Finger, CFP®)
If I were the McCallisters’ Financial Planner (Richard Cooke, CRPC®)
Videos
Conscious Money: How Financial Advisors & Our Clients Can Have a Freer Relationship with Money (Cleona Lira)