The Advisory Group of San Francisco

03/08/2023

“Women save, men invest.” Studies across the board show that women invest less than men and as a result, they lag in retirement savings by comparison. The excuses?

There are many. Read on to find out what they are, why accomplished women need to move past them, and how to get started with your own financial planning.

https://buff.ly/3Zunr77

There’s an old saying in the financial industry–women save, men invest. Unfortunately, in this case, there is some truth to the stereotype. Studies across the

01/24/2023

The Secure Act 2.0 is now law. And chances are, this $1.7 trillion dollar legislation will mean major changes to your retirement plan- in a good way!

We’ve summarized some key provisions of the legislation and what they mean for business owners and leaders. You'll also see how you can help your employees get retirement ready.

The Secure Act 2.0 is now law. And chances are, this $1.7 trillion dollar legislation will mean major changes to your retirement plan- in a good way!

01/04/2023

When you change the questions you ask yourself, you can change your life. And the financial dimension of your life is no exception. Use these 10 questions to gain clarity on your direction and the steps you need to take.
#2023

When you change the questions you ask yourself, you can change your life. And the financial dimension of your life is no exception.

11/28/2022

https://advisorygroupsf.com/recession-proof-retirement-portfolio/

At The Advisory Group we help our clients form a rock-solid recession plan to help keep their financial security in tact no matter what is happening in the market. In our latest article, we take you through the steps we go through with clients to recession-proof their retirement portfolios.

Though it’s still being debated whether or not we’re in an official recession, it is smart to be prepared for whatever may come, since we have no control on

10/10/2022

Ready for a career break? Before you start your travels - or leave a job - take inventory of your insurance coverage and fully protect the adventure of your lifetime.

Insurance protection during your career break is an essential part of planning your midlife gap year. Make sure you have the coverage you need.,

08/26/2022

What if you never retire? Semi-retirement is a viable option for many business owners. Learn how you can stay involved, fulfilled and happy while freeing up more time to enjoy life, too.

What if you never retired? Semi-retirement is a viable option for many business owners who want to stay involved and enjoy more free time.

08/11/2022

Can money buy happiness? The answer may be yes in some situations. Here's a look at how age, spending, cash-on-hand, income and other factors affect your happiness.

We often hear "money can't buy happiness." but what if it can? We examine many dimensions that suggest how emotion and money go together.

06/06/2022

Endowments are a powerful tool for non-profits, donors and fundraisers to magnify their social impact. Even experienced endowment fiduciaries and fundraisers often benefit from improving their understanding about:

~ what endowments are (and are not),
~ how to guide donors around unintended consequences, and
~ how to frame a win-win-win value proposition for everyone involved.

AT the Advisory Group we take pride in helping endowments achieve their missions. Learn the ins and outs of endowments in our latest article.

Endowments help non-profits, donors and fundraisers to magnify their social impact. Even experienced endowment fiduciaries need guidance.

05/17/2022

How do you talk finances with aging parents? There are a number of areas to cover with your mom and dad before they need help. We've outlined them here. (we're also doing a webinar on Thursday on this topic).

Read more here:

Like it or not, Gen Xers often have to deal with aging parents. Here are the conversations you should have about their finances.

05/17/2022

Gen-Xers have alot on their plates. Sandwiched by aging parents and launching teens...in the middle you have to take care of yourself, too! Get wealth & life tips this THURSDAY & FRIDAY!

Register here:
https://attendee.gotowebinar.com/register/2961492111448698640?source=facebook

"The Gen-X Sandwich Solution" Financial Series

LIVE! Thursday, May 19 at 11:00am PST
PART 1: HOW TO FINANCIALLY PREPARE AND LAUNCH YOUR GRADUATING CHILDREN

LIVE! Friday, May 20 at 11:00am PST
PART 2: 4 CONVERSATIONS TO HAVE NOW WITH YOUR AGING PARENTS

05/02/2022

Gen Xers: How can you make sure your teens are prepared to launch? In this article, we answer 7 essential questions to guide you so you can help your children find their financial footing in adulthood.

As a Gen Xer, you must learn how to launch your children and take care of parents. Learn how to financially prepare your teens in part 1 of 2 series.