WFY Wealth Management

November is Long-Term Care Awareness Month, and it serves as a critical reminder of an often-overlooked reality: We're living longer than ever before. Then, the question becomes: Are you prepared to live a longer, financially secure life? Sign-up for our newsletter to read more articles like this one: https://lnkd.in/g9RXyTYh #wealthmanagement #retirement #financialplanning #finance

Discover the future of estate planning with the 2024 Trends in Trust and Estate Planning report. Take an in-depth look at the shifting landscape of estate planning and the evolving needs of clients in today’s economic environment. #estateplanning #trusts #wealthmanagement #highnetworth

The retirement planning landscape is evolving rapidly, and one area gaining significant attention is the decumulation phase – how individuals manage their assets and ensure long-term income after retirement. #annuities #retirement #wealthmanagement #highnetworth

A new Cerulli report lists integrated technology platforms and advisor succession planning among the top reasons RIAs find consolidators attractive. #RIA #wealthmanagement #highnetworth #finance

When benefits season rolls around, most people are not paying careful attention to their choices. In fact, about half of benefits-eligible American workers spend less than 20 minutes reviewing all options, according to a survey by Voya Financial. That means you could be leaving money on the table. Here are the three benefits that warrant a closer look. #wealthmanagement #benefits #finance

The S&P 500 rose by 4.7% for the week. The Magnificent 7 surged ahead by 8.3%. Financial markets had a sizable reaction to the U.S. elections despite some of the results still being unclear. #wealthmanagement #stocks #bonds #finance

We'd like to thank our veterans for their services and their bravery today. #veteransday

After one of the most topsy-turvy presidential campaigns of all time, Republican nominee Donald Trump is the president-elect. For financial advisors, wealth management firms and their hundreds of millions of clients across the country, the end of the election marked the beginning of preparing for the next presidential administration — simply the latest historical event to guide clients through with a focus on?avoiding common behavioral mistakes?that hurt portfolios or?sever customer relationships. #wealthmanagement #financialadvisor #finance

If clients are worried that the country may face a repeat of the tension following the 2020 election, remember that time and what the markets did in response. #wealthmanagement #highnetworth #finance

As competition in the wealth management and investment space continues to grow, retaining?high net-worth clients can be challenging, especially as demands change. But a new report that asked HNWI’s about their relationship with their advisor highlights a clear piece of advice for advisors – there is no typical client and you cannot one size certainly does not fit all. #wealthmanagement #highnetworth #finance