Financial Planning
5 articles
Why Williamsburg's Top Professionals Choose GLB Financial Services for Financial Planning
GLB Financial Services offers specialized financial planning in Williamsburg for military families, veterans, and professionals, understanding their unique financial needs and career paths. Founded by a combat veteran, the firm provides tailored advice, particularly concerning SGLI and the transition from military to civilian life.
College Funding With John Mateyko as Part of a Broader Family Financial Plan
College funding should be integrated into a broader family financial plan, clearly defining contributions to avoid sacrificing other long-term goals like retirement. Fiduciary Financial Planner John Mateyko emphasizes aligning investments with college timelines and understanding the role of each funding source.
Why Digital Asset Protection Is the #1 Threat to Your AUM in 2026
Undocumented digital estates are the primary threat to financial advisors' AUM by 2026, leading to significant client attrition among heirs and widows during the Great Wealth Transfer. A holistic approach to safeguarding clients' digital lives, beyond traditional portfolio management, is crucial for advisors to remain indispensable.
Why High-Net-Worth Advisor Fees Get Harder to Evaluate as Portfolios Grow
As high-net-worth portfolios grow larger and more complex, evaluating advisor fees becomes challenging due to layered costs beyond the headline advisory fee. The KeepMore Company helps investors examine, benchmark, and negotiate these fees to preserve wealth.
John Mateyko: The Ultimate Guide to Challenging Conventional Wisdom in Wealth Management
John Mateyko, a Fiduciary Financial Planner and Managing Partner of IDEX Financial, emphasizes a personalized approach to wealth management, moving beyond one-size-fits-all financial advice. With over two decades of experience, he helps clients navigate complex financial decisions by focusing on coordination, education, and long-term thinking.