Bench Talk: Wealth Transition Troubles
https://player.vimeo.com/video/158257520We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from 60 trillion to 120 trillion dollars will change hands between
https://player.vimeo.com/video/158257520We’re currently in the greatest transfer of wealth that history has ever seen. Anywhere from 60 trillion to 120 trillion dollars will change hands between
https://player.vimeo.com/video/153959729 One of the key components of a financial plan is estate planning, and a living trust plays a big role in your estate plan.
https://player.vimeo.com/video/153064016The great Yogi Berra once said, “If you don’t know where you’re going, you will end up in a different place.” When planning for retirement,
Expanding Retirement Plans? In response to today’s news about President Obama’s expansion of retirement plans, our partner, Greg Welborn wrote an immediate response on how
In response to the Dow’s drop, the Royal Bank of Scotland says, “sell everything” in the face of a “cataclysmic year”. We do not
https://player.vimeo.com/video/150986792 Breaking Bad Behaviors This Bench Talk is all about breaking bad behaviors. More specifically, behaviors that get us in trouble when it comes to
First Financial Consulting is a “fee-only” investment consulting firm located in Pasadena, California. As a fee-only investment consulting firm, we never sell any products and we
First Financial Consulting provides 100% objective advice in a lot of different areas. Today, we would like to focus on our Investment Management approach and what
https://player.vimeo.com/video/133111758 What Type of Investor Are You? Let’s play a game I like to call the “what if” game. What if you inherited $100,000 today?