Wealth Management

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Billy Crafton Financial Advisor Question

The ONE BIG QUESTION to Ask Your Financial Advisor

August 12, 2014by Billy Crafton in Business Managers, Wealth Management

Today I’m bringing you a little excerpt from a brand new article over at BudgetsAreSexy.com, and it is now officially one of my all-time favorites.  The author is actually Shannon McLay from Financially-Blonde.com, and she absolutely nails it when it comes to one of the biggest and most hard-hitting questions you can ask a potential financial advisor.

Normally I would jump in here and give you an intro to that, but I’m going to save my comments for the end instead, because I think you’ll enjoy Shannon’s insights unfettered first.

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Retirement Planning Checklist

A Retirement Planning Checklist For Your 20s and 30s

August 4, 2014by Billy Crafton in Retirement Planning, Wealth Management

How To Create a Retirement Planning Checklist in Your 20s and 30s

It’s an easy mistake to make, thinking that retirement planning is a really complicated venture, especially in younger people who tend to spend a fair amount of their time simply enjoying life, not thinking too far down the line.  “I mean, there’s plenty of time for that stuff… right?”

As someone who specializes in business and wealth management for professional athletes, I’m pretty fluent with the 20-30 year-old age range.  As athletes, they often have larger finances to manage, which is great from a resources standpoint, but can open things up for over-complication, one of the bigger enemies to successful retirement planning.

In today’s post, I’m bringing you a slightly different perspective than you’re probably accustomed to seeing.

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