‘Lives Under Care’ Instead of ‘Assets Under Management’
We were recently inspired to make a small tweak to one of our business metrics after reading an article on Rethinking65 by columnist James Brewer. In the article, Brewer proposes that financial planning professionals should drop the term “Assets Under Management” (AUM) and replace it with “Lives Under Care” (LUC) to better reflect the work […]
Is it Important to Have an Emergency Fund? [Video]
Is it important to have an emergency fund? (Transcript) There’s a lot written out there about how much you should have saved in a rainy day fund. But I want to take a step back and answer the question “Is it even important to have an emergency fund or rainy day fund?” And the answer is […]
What Does a Financial Advisor Do?
Like it or not, mоnеу іѕ one of the most іmроrtаnt thіngs in your lіfе. You might not want to admit it, but its true. And despite its importance, it’s one area of our lives where no formal education is given in school. We may learn some things from parents or friends, but often times, […]
Is Financial Planning Just for the Rich? [Video]
Is Financial Planning Just for the Rich? (Transcript) Hi, I’m Jim Marrocco from Thinking Big Financial. Recently, a friend asked me if I worked with regular people. By this she meant, do I work with people that are not super wealthy? And it reminded me of this huge myth that exists: that a financial advisor […]
What to Look for in a Good Financial Advisor
At some point in life, whether you are young or old, you will find yourself in need of a financial advisor. And when you do, make sure its a good fit and trusted partner. A good financial advisor has your back! Sounds simple, but all financial advisors are different. To help figure it all out, […]
Buying a Home: Some Questions to Ask Yourself
Buying a home is a big deal! It’s an opportunity to start fresh in a new place and build the life you imagined. There’s lots of excitement about what could be. But it is also a time that can feel overwhelming since it may be one of the largest sums of money you’ve ever dealt […]