clientfocusedadvisors, Author at Client Focused Advisors

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Roth 401k vs 401k for High-Income Earners, Which is Best

Without extensive knowledge on the subject, finance can sometimes seem like alphabet soup with the many account names and acronyms that exist indicating so many different things. Even more than the names, the qualifying rules and implications of the many types of closely named aspects of finance can be quite confusing. When it comes to…

Doctor Retirement Plan, Your Guide to Retiring Successfully

Retirement: the stage of your life that you spend so many hardworking years in preparation for. It’s more common than you might think for people to have a very solid vision for what they’d like their retirement to look like, but a very foggy vision of the steps that they’re going to take to properly…

New York City Wealth Management, Navigating Wealth in the City That Never Sleeps

The ‘big apple’ is a city that has become well known for a great number of industries and niches that make it one of the country’s (and world’s) most popular city destinations. With upwards of 8 million residents, New York City is the 1st largest city in the United States and one of the largest…

Police Officer Retirement Plan, Is Your Pension Enough?

Retirement looks different for individuals depending on the field of work that they are in. Depending on your occupation, you have varying degrees of income, and therefore a different number of years that are respectively spent working toward retirement, and actually spent in retirement. Different occupations also include different retirement benefits, which may include options…

Jason Hill Quoted in Forbes!

Jason Hill, President of Client Focused Advisors, was quoted in an article regarding how and why to convert term life insurance to permanent life insurance. Jason was asked about the type of permanent policies that could be available when converting from a term life insurance policy to a permanent life insurance policy. Below is a…

Jason Hill quoted on BestCompany.com!

Jason Hill, President of Client Focused Advisors, was quoted in an article regarding life insurance for SBA Loans on BestCompany.com! Jason’s top-notch knowledge regarding life insurance and how it can play a key factor in securing an SBA loan for your business is on displaying throughout the article. Below is a quote from Jason from…

Client Focused Advisors Featured in Market Watch!

Client Focused Advisors was recently featured in an article on Market Watch! The piece highlights some of the distinctive features that sets Client Focused Advisors apart from the rest. Here is a snippet from the article regarding our process: “The Client Focused Advisors team uses a recipe for client satisfaction focusing on educating, communicating, and…

What is Socially Responsible Investing?

What is Socially Responsible Investing (SRI)? As younger investors begin to invest their own hard-earned money, growing theme is to try to help the environment and people throughout the world. One way to achieve that goal is to participate in Socially Responsible Investing. Socially responsible investing (SRI), or social investment, also known as sustainable, socially…

Whole Life Insurance vs. Term Life Insurance

I have many times gotten the question, what is the difference between term and whole life insurance . TERM LIFE INSURANCE Term life insurance is the most common type of life insurance purchased as it often has the lowest cost to the proposed insured. Most often, a policy will have a level premium and coverage…

Lesson: Do you give your kid money or do you make them earn it?

Money Lesson: Do you give your child money or do you make them earn it? So you can’t say no to your child. And to make it worse, daddy’s princess is always daddy’s little girl so how do you find the courage to help both your child, your family, and yourself better financially when it…