Retainer fee-based financial planning and wealth management services administered by trusted fiduciaries who act on your behalf can be instrumental in helping you achieve your lifelong financial goals. This includes developing a financial plan most aligned with your objectives, constantly revisiting and adjusting this so-called “fiscal roadmap” or “blueprint” in response to life events to ensure you remain on track, and providing insightful guidance to help navigate the various stages of your personal and professional life.
Recent Posts by 4Thought Financial
Financial News ,Personal Investing ,Investment Strategy ,Financial Advisor ,Wealth Management ,Financial News
Dispelling Frequently Cited Misconceptions About Retainer Fee-Based Financial Planning & Wealth Management
From inaccuracies about cost and need to false expectations regarding contract obligations and services, this explainer dispels many of the common and frequently cited misconceptions about retainer fee-based financial planning and wealth management.
[fa icon="calendar'] Aug 1, 2019 2:29:52 PM / by 4Thought Financial
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Employer-Sponsored Retirement Plans & Programs
Learn the core aspects of Employer-Sponsored ERISA Retirement Plans, including plan design, implementation, best practices, and recent updates.
[fa icon="calendar'] Jul 18, 2019 2:26:00 PM / by 4Thought Financial
Financial News ,Investment Strategy ,Financial Advisor ,Financial News
‘AdvisorNews’ Spotlights 4Thought Financial Group’s ‘Bear, Bull, Wolf & Eagle’ Analysis
Popular trade publication features insights from wealth management firm’s CIO and ‘Bear, Bull, Wolf & Eagle’ analysis at the center of its Multi-Method Investing strategy.
[fa icon="calendar'] Jun 28, 2019 11:29:56 AM / by 4Thought Financial
4Thought Financial Group is proud to announce the award-winning financial industry trade magazine and news site AdvisorNews has recently published an interview with its chief investment officer Jesse Mackey highlighting the New York-based financial planning and wealth management firm’s “Bear, Bull, Wolf & Eagle” analysis redefining traditional market cycles.
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: The New Rules of Retirement (Social Security, Medicare & Long-Term Care)
Learn about recent policy changes and several key components of effective retirement planning, including Social Security, Medicare and Long-Term Care.
[fa icon="calendar'] Jun 27, 2019 10:59:17 AM / by 4Thought Financial
Financial News ,Investment Strategy ,Financial Advisor ,Financial News
‘Journal of Financial Planning’ Features 4Thought Financial Group’s ‘Bear, Bull, Wolf & Eagle’ Analysis & Market Cycles Redefinition
Wealth management firm’s CIO outlines ‘Bear, Bull, Wolf & Eagle’ analysis at the heart of its Multi-Method Investing strategy in award-winning publication.
[fa icon="calendar'] Jun 7, 2019 1:29:15 PM / by 4Thought Financial
4Thought Financial Group proudly announces the publication of an investment management column by its chief investment officer Jesse Mackey in the June print, online and mobile editions of the award-winning, peer-reviewed Journal of Financial Planning.
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Estate Planning: Wills, Living Trusts & Testamentary Trusts
Learn diverse estate planning techniques within the context of comprehensive financial planning, including the usage of wills, trust types and other tools.
[fa icon="calendar'] May 30, 2019 10:28:50 AM / by 4Thought Financial
Financial News ,Investment Strategy ,Financial Advisor ,Financial News
The Importance of an Investment Portfolio Second Opinion/Review
A second opinion on you or your clients’ investment portfolio by an independent fiduciary can help ensure the most effective strategies are being employed toward achieving financial goals.
[fa icon="calendar'] May 20, 2019 11:53:18 AM / by 4Thought Financial
When you’re sick, you visit a doctor. If your ailment persists or you’re told you need a more serious remedy, such as surgery, you get a second opinion from another.
Even when you’re feeling well, you still schedule a routine checkup.
Why? Because when it comes to your health, you don’t mess around. You want to ensure you’ve been diagnosed properly and are receiving the most effective treatment possible to achieve optimal health.
Your financial health and well-being may also benefit from a periodic wellness check, or second opinion, every so often.
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Retainer Fee Wealth Management
Retainer fee-based financial planning and wealth management is a new service being offered to your clients. Learn about it here.
[fa icon="calendar'] Apr 19, 2019 10:41:53 AM / by 4Thought Financial
Financial News ,Investment Strategy ,Financial Advisor ,Financial News
Can Retainer Fee-Based Financial Planning & Wealth Management Help Couples Address Money-Related Relationship Problems?
Yes, retainer fee-based financial planning and wealth management can help set couples—or anyone for that matter—on a clearer path toward achieving their lifelong goals.
[fa icon="calendar'] Mar 21, 2019 10:25:13 AM / by 4Thought Financial
It’s well established that finances and money-related matters can be a prime source of disharmony within a marriage or relationship.
Understandably so. Between rent or mortgage payments, property taxes, car and health insurance, utilities and entertainment costs, retirement and/or college savings, and the daily necessary living expenses associated with home ownership, transportation, and/or children, it can add up.
And these are just a brief rundown of some of the known expenses; unaccounted for are those unexpected costs that inevitably arise throughout the course of life.
Financial News ,CPA Continuing Education ,Financial News
CPA Continuing Education Course: Life Insurance as a Tool of Financial Planning
Learn about the multiple applications of life insurance for individuals and business owners.
[fa icon="calendar'] Nov 29, 2018 12:12:14 PM / by 4Thought Financial
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