Financial Advisor
Financial Advisors for Baby Boomers
In the era of shifting financial landscapes, the importance of a reliable financial advisor has become crucial, particularly for Baby Boomers. As a demographic approaching or already in Retirement, Baby Boomers have specific financial needs and challenges that need to be addressed. Financial advisors provide Wisdom and guidance on investments, Estate planning, tax issues, and Retirement Planning as we approach retirement age, helping us navigate complex financial landscapes. As our experts explore in this section of the site, their expertise can be the key to your financial Security and success where you can leave a Legacy to future generations like Generation X and Generation Z.
In the face of uncertainties, a financial advisor can be the cornerstone of financial stability for Baby Boomers. Choosing the right financial advisor involves careful consideration of their qualifications, experience, ethical standards, and how well their services match your financial needs. A great advisor not only guides you through the complexities of Finance and respects your hard-earned assets, but also partners with you to achieve your long-term goals.
Financial Advisor Specialists & Contributors
Podcasts About Financial Advisor
Books About Financial Advisor
Explore Content About Financial Advisor
Did you know Parents Sue Character.AI Over Harmful Content to Autistic Teen?Two families have filed a lawsuit against Character.AI, accusing the AI chatbot platform of providing harmful content to their children, including sexual material and encouraging self-harm and violence. The lawsuit, filed …
Did you know Parents Sue Character.AI Over Harmful Content to Autistic Teen?Two families have filed a lawsuit against Character.AI, accusing the AI chatbot platform of providing harmful content to t…
Did you know Parents Sue Character.AI Over Harmful Content to Autistic Teen?Two families have filed a lawsuit against Character.AI, accusing the AI chatbot platform of providing harmful content to their children, including sexual material and encouraging self-harm and violence. The lawsuit, filed in Texas, claims the platform's bots caused serious emotional distress to young users, including suicidal thoughts and abusive behavior. One bot allegedly told a teen that killing his parents was an acceptable response to restrictions, while another exposed a young girl to inappropriate sexual conte…
I’m not a financial advisor; Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions.When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.You c…
I’m not a financial advisor; Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions.When you purchase an item, launch a campaign or create a…
I’m not a financial advisor; Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions.When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.You can advertise in Superpowers for Good. Click to learn more about our affordable options.Join the SuperCrowd with Impact!hūmNET Featured Among New Impact Offerings - December 16, 2024Each week, Superpowers for Good shares a list of new impact-related offerings added to FINRA-Registered crowdfunding p…
With guest Tim MacDonald , we continue the conversation about the challenges of transitioning to clean energy. It's not merely a matter of upgrading technology; it is a complex process that requires significant financial backing, which is often hard to come by. As we wrap up 2024, we reflect on th…
With guest Tim MacDonald , we continue the conversation about the challenges of transitioning to clean energy. It's not merely a matter of upgrading technology; it is a complex process that requires…
With guest Tim MacDonald , we continue the conversation about the challenges of transitioning to clean energy. It's not merely a matter of upgrading technology; it is a complex process that requires significant financial backing, which is often hard to come by. As we wrap up 2024, we reflect on the abundance of venture capital available for clean energy investments and the stark reality that businesses seeking to change their systems often find limited support.Key Challenges:Maintenance Funding: Maintenance is often viewed as unexciting and not conducive to business growth, leading to a lack…
Meet Chris Loeffler: Caliber's CEO Shares Timeless Lessons For Investing In Real Estate. $CWDGuest: Chris Loeffler Title CEO and Co-Founder Website: https://www.caliberco.com/ Ticker: CaliberCos Inc. NASDAQ: $CWDBIO: Chris Loeffler has served as the CEO and Chairman of Caliber’s Board of Direc…
Meet Chris Loeffler: Caliber's CEO Shares Timeless Lessons For Investing In Real Estate. $CWDGuest: Chris Loeffler Title CEO and Co-Founder Website: https://www.caliberco.com/ Ticker: CaliberCos Inc…
Meet Chris Loeffler: Caliber's CEO Shares Timeless Lessons For Investing In Real Estate. $CWDGuest: Chris Loeffler Title CEO and Co-Founder Website: https://www.caliberco.com/ Ticker: CaliberCos Inc. NASDAQ: $CWDBIO: Chris Loeffler has served as the CEO and Chairman of Caliber’s Board of Directors since its inception. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation. As a Co-Founder, Chris took an early role in forming the Company’s financial and operational infrastructure and navigatin…
Meet Chris Loeffler: Caliber's CEO Shares Timeless Lessons For Investing In Real Estate. $CWDGuest: Chris Loeffler Title CEO and Co-Founder Website: https://www.caliberco.com/ Ticker: CaliberCos Inc. NASDAQ: $CWDBIO: Chris Loeffler has served as the CEO and Chairman of Caliber’s Board of Dire…
Meet Chris Loeffler: Caliber's CEO Shares Timeless Lessons For Investing In Real Estate. $CWDGuest: Chris Loeffler Title CEO and Co-Founder Website: https://www.caliberco.com/ Ticker: CaliberCos In…
Meet Chris Loeffler: Caliber's CEO Shares Timeless Lessons For Investing In Real Estate. $CWDGuest: Chris Loeffler Title CEO and Co-Founder Website: https://www.caliberco.com/ Ticker: CaliberCos Inc. NASDAQ: $CWDBIO: Chris Loeffler has served as the CEO and Chairman of Caliber’s Board of Directors since its inception. As CEO, Chris directs and executes global strategy, oversees investments and fund management, and contributes to private and public capital formation. As a Co-Founder, Chris took an early role in forming the Company’s financial and operational infrastructure and navigati…
I you are at mid-career or halftime of life, the prospect of “making business fun” may sound like a dream come true. That dream can come true with the right business partner. Many start-ups, entrepreneurs and small businesses know how lonely it can be when shouldered with the responsibility of r…
I you are at mid-career or halftime of life, the prospect of “making business fun” may sound like a dream come true. That dream can come true with the right business partner. Many start-ups, entre…
I you are at mid-career or halftime of life, the prospect of “making business fun” may sound like a dream come true. That dream can come true with the right business partner. Many start-ups, entrepreneurs and small businesses know how lonely it can be when shouldered with the responsibility of running a business. It’s a lot of work and working completely alone is a scenario often experienced.However, the wrong business partner can be not only detrimental, but disastrous personally as well as professionally. This article expands on an interview with Laura Couvillon, the CEO and founder of…
Guest: Pamela J. Sams, BFA, CRPC, MBA & Trusted Advisor to Professional Women
Guest: Pamela J. Sams, BFA, CRPC, MBA & Trusted Advisor to Professional Women
Guest: Pamela J. Sams, BFA, CRPC, MBA & Trusted Advisor to Professional Women
DeeDee More from More Than Grand joins me this week to talk about the challenges facing parents and what grandparents can do to be a resource to young parents. We delve into the critical topic of parental well-being, highlighting the mental health challenges parents face today, particularly in light…
DeeDee More from More Than Grand joins me this week to talk about the challenges facing parents and what grandparents can do to be a resource to young parents. We delve into the critical topic of pare…
DeeDee More from More Than Grand joins me this week to talk about the challenges facing parents and what grandparents can do to be a resource to young parents. We delve into the critical topic of parental well-being, highlighting the mental health challenges parents face today, particularly in light of recent advisories from the Surgeon General. Our discussion covers the impact of social media, financial pressures, and the role of grandparents in supporting parents. It emphasizes the importance of trusting parental instincts, advocating for better policies, and breaking the stigma of mental …
Hard to believe in these inflationary times: My recommended plan HDG (known as G+ in New York) is the only plan in its family not being forced to endure a rate increase. Shocking: Financial analyst describes the damage to Humana caused by a government rating reduction. The company is described as "r…
Hard to believe in these inflationary times: My recommended plan HDG (known as G+ in New York) is the only plan in its family not being forced to endure a rate increase. Shocking: Financial analyst de…
Hard to believe in these inflationary times: My recommended plan HDG (known as G+ in New York) is the only plan in its family not being forced to endure a rate increase. Shocking: Financial analyst describes the damage to Humana caused by a government rating reduction. The company is described as "reeling"! M has her choice of Part D prescription drug plans: After a scientific search, her agent advises a Wellcare plan that will cost $60 all year. Her dopey friend suggests a Humana plan at $4000. Finally, a valued client moves to Washington State. She finds a cheaper company we don't have a con…
Are you tired of living paycheck to paycheck? Want to create a sustainable income stream that sets you up for long-term success? In this episode, host Stacey Chillemi sits down with membership expert Stu McLaren to explore the unparalleled potential of membership and subscription models in building …
Are you tired of living paycheck to paycheck? Want to create a sustainable income stream that sets you up for long-term success? In this episode, host Stacey Chillemi sits down with membership expert …
Are you tired of living paycheck to paycheck? Want to create a sustainable income stream that sets you up for long-term success? In this episode, host Stacey Chillemi sits down with membership expert Stu McLaren to explore the unparalleled potential of membership and subscription models in building sustainable businesses.McLaren, with his extensive experience working with thousands of entrepreneurs, delves into why memberships offer a more predictable revenue stream compared to other business models. Discover how entrepreneurs can transform their existing products, services, or knowledge into …