Are you a member of the sandwich generation who hasn’t had The Talk with your parents? A financial advisor recommends specific questions you need to get answers for–sooner rather than later.
Categories: Best Practices FINANCES Lessons Learned Other
Tags: Aging Parents lincoln financial advisors Lincoln Financial Group Sandwich generation Saul Simon Simon Financial Group Simon Says The Talk
If you own a business with one or more partners or family members, and don’t yet have a buy-sell agreement and funded insurance policies in place, it makes sense to have “the talk” sooner rather than later before anything unexpected happens.
Categories: Crisis FINANCES Partnerships
Tags: business partnerships Gary Katz Lincoln Financial Advisers Saul Simon Simon Financial Group Simon Says The Talk
This article was originally published on EO’s Inc.com column. Saul M. Simon, an Entrepreneurs’ Organization (EO) member from New York, is a registered representative and investment advisor representative of Lincoln Financial Advisors Corp., a broker-dealer… Read more »
Categories: Best Practices Partnerships
Financial jargon can be complex, to the extreme that we often avoid the topic in daily life. But the time will come when we’ll need to make some smart money choices for ourselves and our families. At… Read more »
Categories: Best Practices FINANCES general Goal Setting Legacy Lessons Learned
Tags: financial education financial planner financial planning Saul Simon Simon Says: Love Your Legacy
