RightCapital Leads: advisors’ personally branded mint.com

Launch of RightCapital Leads

RightCapital is proud to announce the launch of RightCapital Leads at the XYPN Conference 2016. RightCapital Leads is a lead generation tool designed specifically for financial advisors to help them generate, nurture and convert leads into clients. Continue reading “RightCapital Leads: advisors’ personally branded mint.com”

The Advisor Website: 5 Critical Things to Consider

Timothy Baker, CFP® founded WealthShape after spending over a decade traveling across the United States, helping investors from all walks of life to understand the benefits of disciplined investing, the importance of planning, and above all, the significance of focusing on the things they control to improve the quality of life. Continue reading “The Advisor Website: 5 Critical Things to Consider”

In Retirement Planning, Simplifying Tax Modeling Can Be Simply Imprudent

There is no denying that our U.S. tax system has become mind-numbingly complex, but it is equally true that tax expenses can represent a significant portion of many clients’ overall expenses in their retirement plan. While it is impractical to incorporate all the tax details in your clients’ retirement plans, it is absolutely critical to be able to reasonably account for tax expenses in the retirement plans you prepare. Continue reading “In Retirement Planning, Simplifying Tax Modeling Can Be Simply Imprudent”

Identifying and Managing risks: banks, life insurance companies and financial planners

Banks, life insurance companies and financial planners are all in the business of identifying and managing risk for their clients. There are a lot of similarities between how banks and life insurance companies manage risk and the tools financial planners use to help clients manage their financial futures. We’d like to compare them and explain how financial planners can take advantage of the methods that banks and insurance companies have learned to manage financial risks. Continue reading “Identifying and Managing risks: banks, life insurance companies and financial planners”