Determining Social Security filing strategies can be confusing, especially with over 2,700 rules to consider. Many of these rules have changed as a result of the Bipartisan Budget Act of 2015. Watch this video to learn more.
Many established, successful financial advisory firms are run by baby boomers, who have leveraged their philosophies on client relationship-building and creating a long-term vision for the firm. At the same time, many of those same firms are populated by millennials, who grew up in a fast-paced, digital era and excited about bringing new ideas and methods into the business.
These two perspectives are often separated by more than chronological age and years in the business. Both boomers and millennials bring unique skills and experiences to the table, but their approaches to the business can at times seem as different as night and day..