Communications — Are you "engaged" in the financial planning process?

Communications — Are you "engaged" in the financial planning process?

Sweetgum Labs
Personal Finance

The majority of clients don’t feel fully engaged in the financial planning process.

Sweetgum Labs Founder, John Baranauskas, CFP® discusses the importance and overall positive impact client involvement can have in the financial planning process.

While a clients financial literacy may vary, involving them and not making assumptions will go a long way toward the future and overall success of the relationship.

The Retirement Red Zone — The importance of planning ahead of the "Retirement Red Zone"

The Retirement Red Zone — The importance of planning ahead of the "Retirement Red Zone"
Repo Mayhem — How the Repo Agreements could impact the individual investor

Repo Mayhem — How the Repo Agreements could impact the individual investor