Liferep.net

Daniel Friedman is the CEO of WMGNA, a hybrid advisory firm based out of Connecticut that oversees approximately $270 million in assets under management for 200 client households. What’s unique about Daniel is how his firm offers “in-house” tax return preparation as part of its one-stop-shop service, while outsourcing the actual preparation work to trusted […]

Michelle Underwood Gass is the Founding Principal of Paradigm Advisors, an RIA based out of Dallas that oversees approximately $110 million in assets under management for 80 client households. What’s unique about Michelle is how she developed a structured meeting process to guide new clients through her in-depth planning system, ensuring a standardized experience while […]

Fact checked by Stella OsobaAmnajKhetsamtip / Getty ImagesThink your 401(k) can't compete with the sophisticated hedge funds that wealthy investors can access? Think again. While a recent study shows hedge fund managers pocket nearly half of their clients' profits in fees, 401(k) accounts have been quietly outperforming these elite investments. Here's why your workplace retirement […]

Shapecharge/Getty ImagesSince 2020, at least 16 continuing care retirement communities (CCRCs) have filed for bankruptcy, putting thousands of older adults at risk of losing their six-figure deposits and homes. While these facilities promise lifetime care in exchange for entrance fees ranging from $200,000 to over $1 million, complex financial structures and inadequate oversight are part […]

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The declines began with the pandemic, well before routine vaccines became part of the national political conversation.