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Post-College Financial Planning And Debt Relief Tips For Your Clients’ Children

As a financial planner working with clients at all stages of their financial life, you likely have clients who want to make sure their adult children take the right financial path as they start their careers.

CCR Wealth Management Partner Jonathan Albano offers three important points of guidance for financial advisors working with clients who have children who have recently graduated from college. In Post-College Financial Planning and Debt Relief Tips for Your Clients’ Children, recently published in Financial Advisor Magazine, Jonathan gives three specific tips for advising these clients, noting that:

Every parent wants to see their children make wise choices—and avoid mistakes the parent made at their age. And many people who start earning money for the first time develop bad habits with bill payment and credit cards unless shown the proper path. Sharing best practices with a client’s adult child is also a prudent relationship management best practice. The advisor can strengthen client retention efforts with the parent, lay groundwork for a new client relationship with the child and increase the chance of getting referrals from both.

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Setting Client Expectations in a Volatile Investment Environment

As volatility becomes the norm and double-digit gains become an anomaly, it’s time to boost your contacts with your clients to keep them content. In the article pulished on, Setting Client Expectations in a Volatile Investment Environment, CCR’s Chief Investment Officer, John Maher discusses the importance of communicating with clients.

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Thinking of selling your dental practice? 4 things you should know

IF YOU OWN YOUR OWN DENTAL PRACTICE, YOU’VE JOINED THE RANKS OF NEARLY 30 MILLION OTHER SMALL BUSINESS OWNERS ACROSS THE COUNTRY. In the Dentistry IQ article, Thinking of Selling Your Dental Practice? Four Things You Should Know, Mark Palmerino gives his key considerations any dental practice owner should be thinking about as you begin to mull a sale of your business.

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Bitcoin for Beginners: 3 Things to Know Before You Invest

Bitcoin has been luring some investors with potentially huge rewards—and scaring others away with equally big risks. Should it be on your investment shopping list on Black Friday?

The cryptocurrency can certainly be volatile. Earlier this month, for example, it plummeted 25% over five days after concerns grew that a new currency called Bitcoin Cash, which promises to speed up transactions, would make Bitcoin itself a less attractive payment option.

Read the article here