Recent Articles from Scott Sparks
Mastering Retirement Planning: Strategies for High-Net-Worth Individuals
High-net-worth individuals don’t get to where they are by happenstance — it’s the outcome of a journey marked by choices, and at times, the lessons learned from mistakes. Although 84% of wealthy Americans have financial plans designed to mitigate long-term risks, there’s more potential for mistakes in the second half of life compared to the […]
Estate Planning Essentials
Estate planning is critical to consider now, while preparing for the future. At its core, estate planning is about ensuring that you can leave your financial legacy to whom you want, when and how you want to. Here is guide for those just getting started with estate planning, as well as considerations for those who have a plan in place to review before this year is over.
College Financial Planning: With Freedom Comes Responsibility
The benefits of financial education and planning on a student’s collegiate and post-grad experience.
Planning for the “R” word
Consumers are deluged on an ongoing basis with information about saving for their retirement. Frequently, the focus is on creating the largest nest egg possible. But people should also start thinking about what they want to do with that money in retirement. Getting to retirement just isn’t enough. It’s about getting through retirement. And that […]
Top three issues for a financial reality check
According to 2008 U.S. census data, the average life expectancy in the U.S. is 78 years, five years longer than it was just 30 years ago. The good news is that longer life means more time with loved ones, as well as more time to set and meet personal and professional goals, whether climbing Mt. […]
Financial resolutions for 2010
If 2009 reinforced anything, it’s that you simply can’t predict the future. It was a bleak year that triggered lots of change, including altering the way many of us think about money. While many believe the worst appears behind us, many others wonder where to go from here. As you assess your financial situation for […]
Five lessons learned in 2009
Both individual investors and business owners probably learned a lot from the economic ups and downs of the past year. As 2009 draws to a close, it’s valuable to reflect on five important lessons: Markets are UnpredictableAs the year started, the markets continued the volatility begun in 2008. In the first quarter, the Dow Jones Industrial […]