A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
“Settling a loved one’s estate and distributing their assets after death can be a time-consuming and stressful process. This process can be even more challenging when the terms of their will are unclear. To ensure you treat your beneficiaries fairly, it’s important to understand the difference between per stirpes vs per capita–and clearly document which one applies.” (Michael Mezheritskiy)
Articles
5 Reasons To Avoid Individual Stocks (Jordan Nietzel, CFA®, CFP®)
Per Stirpes vs Per Capita: What’s the Difference? (Michael Mezheritskiy)
Should I Rollover My Dormant 401k? (Christopher Clepp)
5 Ways Financial Planning Differs for a Business Owner (Christopher Clepp)
Don’t get stuck waiting for normal to return (Brian Plain, CFP®)
4 Common Investment Choices (Matt Fizell)
Can Your Business Survive The Great Resignation? (Brett Fellows)
6 Big Life Lessons Working Around Money Has Taught Me (Elliott Appel)
Videos
Book Trailer: Retirement Stepping Stones (Tony Hixon, Adam Zuercher)
Members in the Media
Paying off debt, saving money and retirement planning: How to prioritize your financial goals (ft. Cathy Curtis)