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What Is A Fiduciary And Why Is It Important?

Have you ever read a financial article or blog post and put it down after reading the first paragraph because the terminology didn’t make sense? If so, you’re not alone. And while there is plenty of financial jargon that you don’t need to know to succeed financially, one term that is critical to how your money is handled is the word fiduciary.

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Massey Quick Simon Is Proud To Be Among The Best RIAs In The Nation

With recent legislation and an evolving market, registered investment advisors (or RIAs) have been forced to alter their approach. Whether it’s changing their approach or adjusting their business model, clients have begun to scrutinize many of the firms on the market. At Massey Quick Simon, we continue striving every day to provide our clients with exceptional service and experience.

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How Much Life Insurance Do You Really Need?

I think most of us would agree that life insurance is an important financial product to have in our arsenal. But in 2017, more than 4 in 10 people didn’t own a life insurance policy in any amount and 40% of those who did said they were under-insured. Why is there such a disparity? What are some of the obstacles people face when making their life insurance decisions?

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How To Teach Your Kids About Money

If you’re like most parents, you have a laundry list of things you want to teach your child so they grow up to be a successful adult who contributes to society. From a young age, you model and instruct them in how to share, what respect looks like, how to handle responsibility, and how to prioritize. As a society, we are excelling in some areas of parenting, but falling behind in others. In a recent National Financial Capabilities Study, only 24% of Millennials (age 23-35) were able to answer the first three financial literacy questions correctly, and a mere 8% answered them all correctly.

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Why I Became A Financial Advisor (Leslie)

I have always been interested in the world of finance. I studied finance in college and, with a desire to manage my own money, I decided I also wanted to help others do the same. This inspired me to become a financial advisor, and this has driven me ever since.

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