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Ryan Derousseau: “Ask an advisor: I’m having a baby. How should I financially prepare?” FinancialPlanning, Jan. 4. Derousseau says, “Finally, make sure to take advantage of the tax benefits of having a child. There’s a $2,000 tax credit for most new families federally, and you also might have a tax benefit in your state. It’s worth a look!”
Kerry O’Brien: “High Price of Advice,” AARP The Magazine, December 2023/January 2024. The consumer profiled in this article seeking a budget-friendly financial advisor chose O’Brien for a retirement-focused financial plan.
Lisa Kirchenbauer, Jay Zigmont: “4 New Year’s resolutions financial advisors are making for 2024,” FinancialPlanning, Dec. 31. Kirchenbauer says, “Our business is a sedentary one, and it takes a real effort to stay in shape — especially as you approach that last stage in your career. I am tackling it as best as I can through health hacks, yoga, a personal trainer and a regular set of habits.” Zigmont says, “I’m working on my health and speaking skills to be ready for this tough period.”
Valerie Rivera: “Your 401(k) Is Up. Don’t Let It Go to Your Head,” The Wall Street Journal, Dec. 18. Rivera says, “Tackling these to-do’s now, when you’re feeling better about your balance, might help establish a positive association with these financial chores that many people dislike or forget.”
Lazetta Rainey Braxton: “The Human Capital Domino Effect,” Wealth Management, Dec. 15. Rainey Braxton says, “Creating a safe, inclusive and equitable environment fosters a sense of belonging and purpose, further strengthening the partnership between the individual and the company.”
Andrew Altfest: “We’re AI optimists when it comes to financial advice — here’s why,” FinancialPlanning, Dec. 14. In his coauthored article, Altfest says, “As AI technologies continue to evolve, one thing is abundantly clear: Artificial intelligence has the potential to transform the financial advice landscape by personalizing and enhancing the client experience and by giving human advisors the leverage they need to serve more clients better.”