Wealth Management
6 articles
How Spirit to Wealth Ends the Commercial Funding Headache for Real Estate Developers
For real estate developers, securing adequate and timely capital is often the most significant hurdle between a blueprint and a finished project. The traditional commercial funding landscape can be a labyrinth of stringe…
The Real Cause of Outliving Retirement Savings (and What Near-Retirees Need to Prepare)
The fear of outliving retirement savings is one of the most significant concerns for those approaching their golden years. It's a quiet worry that can overshadow the excitement of leaving the workforce. For many, the tra…
Choosing Your Financial Planner: How GLB Financial Services' Military Background Gives You an Edge
GLB Financial Services, founded by a Combat Veteran, offers specialized financial planning for veterans, understanding their unique needs and challenges during military transition. The firm provides services including SGLI conversion, life insurance, and disability insurance to help veterans achieve their financial goals.
Financial Planning With John Mateyko When Family Responsibilities Span More Than One Generation
This article explores financial planning strategies for individuals balancing their own retirement savings with supporting younger family members and aging parents. It emphasizes protecting one's financial base, distinguishing between temporary and ongoing help, and setting clear boundaries for multi-generational support.
How Intention.ly Solves Advisor Recruitment: A Proven System to Lower Your Acquisition Costs
Intention.ly offers a proven "Growth Engine" model that integrates sophisticated marketing and operational strategies to help wealth management firms lower their advisor acquisition costs and compete effectively in a hot talent market. Their system focuses on a holistic approach rather than fragmented efforts to attract and retain top financial advisors.
Meet John Mateyko: The Serenbe Financial Planner Recognized for Community and Client Success
John Mateyko, Managing Partner of IDEX Financial, is a Serenbe financial planner recognized for his professional achievements and significant contributions to the community through youth sports, local theater, education, and philanthropy. This article explores his experiences, values, and community involvement that have shaped his personal and professional journey.