>> Jason Kolinsky, CFP®, CERTIFIED FINANCIAL PLANNER™ Professional
>> David Ciano, Vice President of Investment Services
>> Steven Kolinsky, CLU, ChFC, Managing Member & Founder
It’s easy to tell yourself to save money and to have a big-picture idea of where you want to be financially, but it’s much harder to stay on course when a night on the town, a must-have gadget or the… Continue reading →
Chronic overspending is an emotional, yet serious topic that can lead you down a road of financial disaster. People who tend to forget their own financial limitations become obsessed with keeping up with peers.
How can fledgling financial planners successfully roll out a financial advisory practice? By planning ahead, and prioritizing five key elements of a solid practice: financing, team-building, technology, sales and marketing.
The self-employed need to be mindful about retirement planning. In the past, small and mid-sized business owners could count on selling their business for income, but in today’s economic climate that may not be a viable option for business owners… Continue reading →
Celebrity clients can be great. But, when things go wrong, they go VERY wrong. In these disputes, you’re fighting with one hand tied behind your back. In our star-obsessed culture, the public is much more willing to… Continue reading →