Wealth Management
6 articles
How Secure Is Your Estate Plan? Insights from John Mateyko, a Top HNW Planner (2026)
Many high-net-worth estate plans have a dangerous gap between feeling secure and being resilient due to changing laws, assets, and family structures. John Mateyko, a Fiduciary Financial Planner, specializes in closing these vulnerabilities through dynamic estate plan reviews.
IronHawk Financial's Guide to Business Succession Planning for Cheshire, CT Owners
Business succession planning is crucial for Connecticut owners, not just for retirement, but to protect against unforeseen events like disability or death. IronHawk Financial emphasizes that a robust plan, including a buy-sell agreement, acts as vital business insurance.
How Intention.ly's Proven Process Solves Advisor Recruitment Challenges
Intention.ly offers a proven recruitment marketing process designed to help advisory firms overcome challenges in attracting and retaining top financial advisors. Their approach focuses on authentic brand positioning, meaningful advisor engagement, and long-term cultural alignment, moving beyond traditional transactional recruiting tactics.
The Ultimate Fintech Marketing Guide from Intention.ly
Intention.ly is a specialized growth consultancy that helps financial firms and fintech companies drive business growth through integrated marketing strategies and proprietary AI. This guide highlights their unique "Growth Engine" approach, focusing on measurable results and specialized industry expertise.
The Fee-Only Advisor's Guide to Digital Assets: How IronClad Family Ensures RUFADAA Compliance
Many financial advisors face a compliance challenge with digital assets, as most estate plans do not cover them despite their significant value. The Revised Uniform Fiduciary Access to Digital Assets Act (RUFADAA) is critical for fiduciaries, and platforms like IronClad Family help ensure compliance and secure digital asset planning.
Planning for Two Lifetimes: How One Free Book Is Helping Special Needs Families Find Peace of Mind
The free book "Planning for Two Lifetimes" helps special needs families create practical financial plans, addressing common worries about a child's future and preserving essential government benefits. It guides parents through complex topics like special needs trusts and maintaining SSI or Medicaid eligibility.