Weekly newsletter with my thoughts about financial planning, investments, tax planning, aging, and more!
NEW Blog Post - How is a Virtual Financial Planner Different?
I used to work in an office.
I went in every day, even through parts of the pandemic when others were working from home because our CEO believed in keeping the office open.
I'd go into the office and take phone calls and video calls from the office (we still were not meeting with clients in person). Often, it would be just me or one other person there.
It was pointless.
I'd drive to work to simply work virtually.
When I launched my firm, I decided to go 100% virtual.
Clients don't have to commute into an office to see me. If we need to see something on each other's screens, it can be done in a few clicks. And we both get to meet from the comfort of our own spaces.
I miss in person meetings here and there because it is different meeting in person, but I wouldn't change the decision to go 100% virtual. Going virtual has simplified my business and given me time back to be more responsive. Plus, I can always choose to meet people in person — usually for something more social and fun than a meeting!
For some people, the idea of working with a virtual financial planner can feel strange.
The blog post this week talks about what it is like working with a virtual financial planner. If you've ever wondered what you can expect, the article this week is for you.
I hope you have a great week!
Blog This Month
What Is It Like Working With a Virtual Financial Planner?
What I've Been Reading
- NYTimes: They Saw the Horrific Aftermath of a Mass Shooting. Should We?
- Money Market Funds Are Surging in Popularity. Here’s What You Need to Know
- How to craft a harmonious life
- How Much Do Funerals Cost? Burials Just One Part of Expenses - Bloomberg
- NYTimes: The R.T.O. Whisperers Have a Plan
- There’s an American Institution Taxed By 50-Year-Old Tech. It’s the IRS. -
Resources
How to Manage Your Resources for Widows - Hear directly from widows about the decisions they had to navigate, how they lived with grief, and the wisdom of what they want you to know after reflecting back on their experience.
Widows and Money Facebook Group - A community to learn about money, feel empowered around your finances, and ask financial questions.
More Than Money: Real-Life Stories of Financial Planning - Stories about the impact and value of financial planning. My story of Sara and Leo is on page 205.
Welcome, I'm Elliott!
Weekly newsletter with my thoughts about financial planning, investments, tax planning, aging, and more!
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I've helped clients with rollovers for over a decade. This is where you move money from an old 401(k) plan (or other retirement plan) to a new retirement plan or Rollover IRA. But, today, I'm sharing a personal story. Generally, I know which companies are easier to work with, how they process rollovers, and where there may be pain points. In the financial industry, rollovers are a notoriously painful process. If you've ever tried to do one, you may have had to complete 10+ pages of paperwork...