Archive for the
‘Education’ Category

A living trust primer is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically, you) has full power to manage these assets. [...]
In this day and age, it seems like reading is becoming a thing of the past, what with podcasts, TED talks and YouTube videos becoming more popular vectors of information and entertainment. But a growing body of scientific literature suggests that the benefits of reading actual books may be more important than we realize for [...]
There’s a lot to unpack in the newly-passed, newly-signed American Rescue Plan bill, beyond the fact that the government is once again sending checks out to American families. The goal is to help relieve the economic suffering caused by the COVID pandemic in a variety of sectors. The relief bill makes unemployment benefits more generous, [...]

February 16, 2021

April

Diversity, Education, News, People

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Rickie Taylor joined Phil Ratcliff for a LiveBroadcast interview in which he introduced his organization and the importance of its mission for the future of the financial industry. Rickie has about 20 years of experience in financial services and currently works as a Regional Director for Retirement Plan Consultants and is the Director of Membership [...]

January 22, 2021

April

Education, News

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Last Friday, Studium President and Founder, Chris Asman, joined Tony Jones live for a broadcast interview, where he opened up about his experiences as a student and how they inspired him to start his business at a young age.  What is Studium, and how did it start? Studium (pronounced Stoo-dium) is a virtual platform that [...]